Services

We have a variety of services to assist business owners:


General Consultation:

Typically consists of two (2) one-hour meetings.  We dive into set-up and/or review of existing business financials, best practices going forward to keep you tax- and audit-ready at any time, and review of reading you financials and what you should be looking at to keep your business healthy.

​Historical Clean Up:

We review the financials (actual vs recorded) and existing support documents, helping you get caught up for the year.  Feel confident as you move forward with a clean data set.

Quarterly Reviews and Analysis:

A review of the recorded financials, an analysis of how healthy the business is and a go-forward plan each quarter on ways to maximize your profitability.


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