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The true value of good financial planning is not in the numbers, but in the life that the numbers make possible.
— Unknown

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How can we help? Do you want to have a better understanding of your finances? Want to determine the financial health of your business? Like to see if you are on target with financial benchmarks set by your industry? Looking for ways to improve profitability? Need to streamline processes? Start here.

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Schedule your FREE strategy call to discuss your needs and see if we are a good fit for you and your business. Review our offerings and determine which service package will best fit your needs.

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If it is determined that we are a good fit we will create an engagement letter to outline the terms of our relationship. An electronic version of this proposal will be provided to you. You can provide a digital signature to begin the relationship. Once your initial payment is received, the on-boarding process will begin.

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We will work with you to implement the chosen plan of action. We are your partners and want to see you accomplish your goals. We value our relationship with our clients and will meet with you periodically to review results and make any adjustments to the plan as needed.


Our Services

Goal setting & tracking progress

Goal setting & tracking progress

Implementation of profit first strategy

Implementation of profit first strategy

Budgeting & cash flow planning

Budgeting & cash flow planning

Workflow automation

Workflow automation

Financial strategy sessions

Financial strategy sessions

Tax strategy sessions

Tax strategy sessions

Annual income tax preparation

Annual income tax preparation

Monthly reconciliation & financial reports

Monthly reconciliation & financial reports

Payroll

Payroll

Benefits planning

Benefits planning