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In 2001 while working as an entry-level accountant, I learned of the frustration and exhaustion that many business owners experienced by taking on handling their accounting. During my various meetings with these owners, I decided to develop a full accounting and business consulting service that would help relieve them of the stress of being their accountant.
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What do you love most about your job?
I love that we get to help entrepreneurs and individuals develop their businesses. The work that we do helps them to develop stability and freedom financially.
What inspired you to start your own business?
I was inspired to start my business by my mother who is an entrepreneur and has done well. My family has a long standing history of building and developing businesses.
Why should our clients choose you?
Our clients would do well to work with us because we are knowledgable, professional, and experienced with managing the financials of small and large corporations. We are here to free our clients from the stress of managing their financial records on their own.
Can you provide your services online or remotely? If so, please add details.
We can provide our services online and remotely. We encourage our clients to utilize Quickbooks Online and we use secure systems to protect the data of our clients.
What changes have you made to keep your customers safe from Covid-19?
We have transitioned to fully remote with our series to ensure the protection of all of our clients.
CFO Services
Virtual CFO Services is our high level corporate financial service package that provides support to accounting departments, CFOs or becomes the CFO to companies that need financial reporting and analysis along with all of the other accounting, tax and bookkeeping services.
Tax Preparation
The completion of annual small business and personal tax returns. Includes: 1040, 1120, 1120S, and 1065 and all state returns
Quickbooks Training
Quickbooks training for small business accounting teams and individuals who want to effectively utilize all features of this accounting system.
Accounting & Tax Services
The Accounting and Tax Services is an ideal service for small businesses that need full service bookkeeping and tax preparation services.
Full Charge Bookkeeping
Full Charge Bookkeeping services would provide your company with bookkeeping, payroll, reconciliation, financial reports, etc.
Write Up Services
Monthly write-up services is a great service that helps you maintain your books by providing bank reconciliation, credit card reconciliation, 1099 filing and more.