Services

Initial Discovery Consultation
This initial consultation allows an in-depth assessment of each business & the development of personalized accounting & financial goals.
30 minute meeting – Free of charge!

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New Business Setup & Registration

This service includes:

  • Secretary of State Business Registration
  • IRS Tax ID Number Application
  • Bank Account Setup Consulting/Recommendation
  • State & Local Business License Research/Application

Financial Consulting Services
Consulting, coaching, and assessing the financial health of your business.

Bookkeeping Services
Services are billed per hour – discounts available for sessions booked in advance

Workshops & Training
Offering education and training for all staff levels within your organization and for your organization’s clients.