Accounting & Business Management Solutions

Empowering entrepreneurs with strategic financial and operational expertise.

Bookkeeping

Accounting

We provide financial reporting and analysis services including monthly P&L, Balance Sheet and product and channel profitability reports. We can go the extra step and will integrate with your accounting and inventory and payment systems, to match sales and expenses by product and sales channel.

We develop budgets and financial forecasts to keep you on track, develop strategies and raise financing.

We help you design and set up your chart of accounts to ensure meaningful and reliable financial reporting. During our monthly reconciliation of your books, we assign bank and credit card transactions to the appropriate categories, evaluate expenses for unusual transactions, and monitor receivables and payables. All to ensure you always have clear insight into your business performance and dot the “I”s and cross the “T”s.

We will even show you how to do it yourself.

Tax Preparation

For our bookkeeping clients, we offer tax preparation services and quarterly tax estimates.

black ceramic mug beside white printer paper

Connect

Systems

We help you identifying improvements in operations and financial management and give you the tools to execute.

Software is now critical for almost every type of business. Forging your way through accounting, payment, invoicing, customer relationship management and project management software can be daunting, we can help you select and implement the best system or divize simply solutions using forms and spreadsheets.

Consulting

We are there for regular check-ins to tackle your pressing questions and opportunities, whether about pricing, staffing, marketing, operations—or even managing the stress that comes with being the boss.

Need help with big decisions, we help with expertise in new product and market development, business plans and forecasts, acquisitions and capital raises.

3 x 3 rubiks cube “Figure It Out”; problem-solving

Systems Setup & Review – Evaluate and implement accounting, payment, and operations software that fit your needs.
Product Development & Review – Run the numbers on new ideas or reassess existing product lines.
Marketing Strategy & Tactics – Align spending with returns and sharpen your approach to reach the right customers.
Financial Structure & Funding – Explore capital options and structure financing to fuel sustainable growth.

Turning Data Into Direction

Pricing

We use a tiered pricing system based on the size and complexity of your business. The smallest businesses aren’t overcharged for simplicity, and as you grow, our services scale with you.

Rates start at $45/hour for bookkeeping with a monthly minimum of $100. Consulting starts at $90/hour and increase based both on company size and complexity. Retainers fees are used for open-ended consulting and projects can be quoted as a set fee.