Our services
From consulting and strategy development to implementation and support, our comprehensive services can help your business thrive.
Consultation Service Packages:
Basic Package: Quick consultations, general financial advice.
Premium Package: In-depth consultation, financial planning, tax strategies.
Business Package: Business financial planning, tax compliance, and business growth strategies.
Bookkeeping Solutions
Monthly Package: Recording of monthly financial transactions.
Review Package: In-depth financial reports reviews and consultation.
Yearly Package: Business financial clean up for tax compliance.
Tax Services & Advisory
Individual Taxes: Federal and State
Business Taxes: Federal and State
Virtual Workshops and in Person for Clients
Organized webinars and workshops on topics like tax planning, bookkeeping, financial management, and more, specifically for consulting clients.
Full Service Virtual CFO:
Business Package: Includes business Bookkeeping and financial reporting analysis, tax compliance, budgeting, and business growth strategies.
On-Demand Financial Tools & Resources
Provide clients with access to financial calculators, budget planners, tax worksheets, etc., as a value-added service.