Our Services
We provide two paths for consulting; Small Business or Personal Financial Consulting. Where you can ignite your potential financial success and drive business forward. Book an appointment today for any of our Small Business Corporate Consulting or Personal Financial Assistance.
Our Two Branches
Small Business Consulting
Local small business assistance in business plan review/creation, tax preparation & filing, and monthly accounting bookkeeping. Please see below for all services.
Personal Financial Consulting
Individual personal financial assistance in resume review/creation, tax preparation & filing, and monthly budgeting. Please see below for all services.
Our Small Business Services
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Open to assisting in all financial small business needs. Create inventory tracking, financial tracking (AP/AR), and communication.
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Will review or create a small business business plan in order to present to attract investors & provide funding, focus company goals & operations, and provide a clear company voice & culture.
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Can prepare and file corporate/small business tax for tax season.
PTIN approved from the IRS.
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Own monthly bookkeeping responsibilities. Including but not limited to accounts payable, accounts receivable, and accounting close items.
Our Personal Financial Services
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Consult, teach, and educate on all personal financial needs. Create financial accounts (ex: bank, credit card, investments), budgeting, and purchases.
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Will review or create a resume for future roles to unlock your full interview potential. As well as complete mock interviews.
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Can prepare and file personal individual tax for year end.
PTIN approved from the IRS.
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Controlling existing retirement plans, understanding contributions, and organizing future investments.