Curated Business Services
We specialize in providing expert financial guidance to small businesses looking to improve their financial performance. We work with you one-on-one to develop customized strategies specific to your goals and business model. Schedule a free consultation to learn more!
Bookkeeping
We provide comprehensive bookkeeping services to small businesses looking to streamline their financial operations and improve performance. Our team of experienced bookkeepers will work with you to accurately record and manage your financial transactions, so you can focus on running your business.
Cash Flow Management
Our goal is to help you manage your business's cash flow effectively. Cash flow is the amount of cash that moves in and out of a business over a specific period of time. We can help monitor and manage this movement to ensure there is enough cash on hand to continue to meet financial obligations.
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1099 Tracking
If your business is more of a side hustle, and accounting software doesn't fit your needs, we help establish a system for you to properly record all your business transactions with an expense and income tracker. This spreadsheet is tailored to your specific needs by including only the categories that are relevant to your business.
Personal Budgeting
We create a detailed, budget that aligns with your personal goals by analyzing income, expenses, assets, and debts. This provides insight into where exactly your money is going and what adjustments need to be made moving forward. When it comes to debt management, we layout a comprehensive payoff plan that includes an adjustable timeline to fit with your lifestyle.
Payroll
Tired of running all the calculations necessary for payroll every week? Struggling to figure out how to properly distribute tips? We can ensure your payroll is processed accurately and efficiently by utilizing time tracking management software. While providing you with periodic payroll reporting, you stay up to date on all associated costs.
Budget Analysis and Forecasting
We analyze your company's budget to determine if it aligns with your financial goals. We predict future financial performance based on your business's historical data and other relevant information in order to help you make the most informed financial decisions and plan for the future.
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Business Valuation
By analyzing several factors that contribute to the overall value of a company, we help determine the estimated fair market value of your business. These figures are important when dealing with investors and lenders when making informed decisions about buying, selling, or investing in your company.
Tax Services
Navigate tax season with ease using our expert tax services. Our experienced professionals provide accurate preparation and strategic planning to ensure compliance and maximize savings. Focus on your business growth while we handle the complexities of your tax obligations.
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1 on 1 Financial Coaching
One-on-one financial business coaching helps you develop and implement financial strategies to improve your financial performance. We conduct a comprehensive financial analysis, set goals, implement a plan, monitors and evaluate performance, and provide education and training on financial management topics.
Risk Management
Our goal is to identify, assess, and mitigate risks that your business may face in its operations. By doing so, we are able to proactively manage risks and prevent or minimize the impact of potential losses. Being prepared will give you peace of mind and help ensure your business continues to run.
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