SERVICES

TAX PREPARATION | Professional Business and Individual Tax Preparation that includes assurance that your tax returns have been thoroughly checked for compliance, mathematical accuracy and reasonableness. Preparation is combined with advice for better management of your finances, record-keeping, recommendations on common credits and deductions that may benefit you and your business in the coming year, tips for optimizing your tax position and much more.

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BOOKKEEPING | Certified Pro QuickBooks Advisor.  

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Our Quick Books Bookkeeping System Implementation & Planning Services are designed for Business Owners who need to have a reliable, secure and simplistic way to manage their business transactions and finances. We will work with you to select the best package for your specific business type.

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Cloud-Based Bookkeeping:

• Accurate Chart of Accounts Set-Up and Management

• Track & Organize Expenses

• Manage & Control Cash Flow

• Manage Billing & Vendors

• Inventory Tracking

• Invoicing & Payment Processing

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THE FINANCIAL HEALTH PROGRAM | Our Financial Health Program is designed for Individuals and  Entrepreneurs to Gain Complete & Total Financial Control in their personal and business finances.

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PERSONAL | There are a million reasons why money sometimes becomes a struggle. It may be because of sickness, unemployment, a major unexpected expense, divorce, or a simple case of overspending.  Whatever the reason, when money becomes a struggle it has an enormous impact in almost every other area of our lives. It makes day-to-day living, planning, and spending exhausting. It makes our big picture goals - owning a home, saving enough for retirement - feel impossible.

But none of those things are impossible. We can show you how to make your goals a reality.  During this session we will seek to understand your current situation and determine a plan and strategy  for change to get you where you want to be.

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BUSINESS | When you're running a business, it's easy to get bogged down in day-to-day problems and forget the bigger picture. However, successful businesses invest time to create and manage budgets, prepare and review business plans and regularly monitor finance and performance.

Structured planning can make all the difference to the growth of your business. It will enable you to concentrate resources on improving profits, reducing costs and increasing returns on investment.

Even without a formal process, many businesses carry out the majority of the activities associated with business planning, such as thinking about growth areas, competitors, cashflow and profit.

Converting this into a cohesive process to manage your business' development doesn't have to be difficult or time-consuming.  During this session we will work to devise a dynamic plan and strategy to ensure your businesses budget health. 

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The Financial Health program Includes:

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• Financial Health Program | Online Learning Portal

• Financial Health Program | Digital Printable Workbook

• Retirement & Net Worth Statement Calculator 

• Business & Personal Budget Strategy Sessions and Template

 

The Financial Health Program Covers The Following Topics:

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• Steps to Financial Success & Goal Setting

• Personal and/or Business Budgeting Strategy Sessions

• Personal Financial Awareness

• Technology for Your Finances

• Understanding Your Own Key Performance Indicators

• Building Your Monthly & Yearly Budgets and Projections