BUSINESS FOUNDATION • BOOKKEEPING/ACCOUNTING • TAX PREPARATION • ADVISORY
FINANCIAL MANAGEMENT SERVICES
What we do
No business owner should have to go it alone. Let us help you build a strong foundation by educating and advising you on several key areas of business start-up
BUSINESS formation
We want our clients to be well prepared and knowledgeable, while running their business. From terminology to reading reports, small business accounting can be confusing. Let us teach you!
Train & Teach
We take on all bookkeeping work including daily transaction and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting.
Bookkeeping/Payroll/ Accounting
Taxes don't have to be complicated, from initial collection of tax documents to filing, we provide a seamless digital experience.
Tax Preparation
Advisory
We want you to succeed! Year-round advisory and support for you and your business
ABOUT us
OUR vision
We empower people through financial knowledge to build sustainable lives for generations​.
purpose
To empower & educate our customer so that they build generational wealth.
Core values
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Honesty, Integrity, and Transparency
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Teamwork and Collaboration
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Humility and Selflessness
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Reciprocal Learning
How we Can Help You
Business Formation
Bookkeeping/ Accounting
Services
Tax Preparation
Advisory
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Conversions - Book cleanup
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Set up and training for QuickBooks Desktop & Online Software
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Bookkeeping/Consulting/Advisory
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Entity Type Analysis
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Accounting System Setup
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Retirement Plan Analysis
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Tax services
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Advice
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Set up and preparation
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Tax planning
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Small business
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Individual
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Self-employed Schedule C tax form
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​Business tax returns
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Coaching
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Financial metrics
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Operational analysis
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Business planning & organization
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Strategic planning
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Goal setting