Who We Serve
Serving business owners of professional service firms with 0-10 employees or independent contractors.
Business owners come to us when they want to...
Get or keep their business finances in order
Get an accurate picture of your current financial situation
Identify current and future goals
Develop a strategy and create a written plan to accomplish your goals
Assist with implementation of the written plan
Organize financial records
Have a better understanding of their business finances
Understand what the numbers on your financial reports actually mean
Monitor profitability and growth
Identify their most profitable products/services and eliminate less profitable ones
Track the return on investments for marketing campaigns or other expenditures
Make planned decisions for spending their money
Implement systems to improve profitability
Develop more efficient workflow processes
Develop a proactive plan to pay less taxes
Develop a savings strategy for future tax payments
File annual tax returns
Explore benefit options for themselves, as a self-employed person, or for their business.
Position themselves financially to live a more purposeful life
Align their finances with their life's goals