Our Services
Your business is always evolving, so should your plans!
Review
We review the progress of the plan to make sure the path is being followed.
We will meet with you on a regular basis to discuss where you are on your path and make adjusts as needed.
The plan, like your business and life, are always evolving to suit your needs!
Get to know you!
We start by getting to know you and your personal and professional goals.
Teamwork
We work together to integrate the plan.
What is working?
We review where you are at and uncover issues holding you back.
Plan Creation
We create a plan with you to help achieve your goals.
What we offer
Accounting
Keeping your books in tip-top shape is the bedrock of a successful and money-making business.
We've got your accounting covered, and we will meet with you to chat about your standing and make adjustments as needed.
Tax Planning
Tax planning isn't just a December meeting to discuss what went down in the year and the impending tax bill.
We're in constant tax planning talks with you throughout the year, delving into your current activities and how they'll shake up your tax obligations.
CFO Services
New business set up
Cash flow management
Annual operating planning
GAP meeting to ensure compliance
Strategic business planning
Financial planning an analysis
Consultation
Wouldn't it be awesome to just give your accountant a shout via email or text whenever you've got a brainstorm, a burning question, or need a nugget of advice? Guess what? You can!
We're here to bounce ideas off of, chat about your business, and tackle those accounting and tax queries tied to the work we're doing for you. Plus, the icing on the cake: no unexpected bills coming your way!
Business Development
Let’s take it up a notch! We will have monthly one-on-one business performance chat to break down what those numbers are saying, check out how your business is doing, and share some smart moves we think you should make. It's all based on that business plan we'll make together, and the possibilities are endless.