Services are provided separately or as a package tailored to client needs.

Accounting Systems Set-up and Management

• Review, analysis and modification of bookkeeping, accounting and financial management processes*
• Review of financial trends, e.g. revenue, working capital, gross profit, profit margin, general and administrative expenses, etc.
• On- and off-site bookkeeping
• Point of Sale (POS) and Inventory Management Systems

  *Certified QuickBooks® ProAdvisor

Cash Flow Planning and Management

• Budget and cash flow projections
• Benchmark establishment
• Consulting on short- and long-term goals
• Continuous monitoring of progress toward goals

Management Advisory Services

• Strategic (long-term) planning
• Cost-benefits analyses of various business management operations
• Development and implementation of new procedures for management and operations (based on results of cost-benefits analyses)
• Vendor relationship analysis
• Employee/Contractor consulting
• Business development
• Business restructuring

Business Coaching: Business Financial Freedom™ Cycle Coaching Program
This program provides business owners with one-on-one customized coaching in the area of cash flow management following the principles of the Financial Freedom Cycle for Businesses®.  This 6-month program is customized for each business based on the needs of that business and its owner. All programs include the following 1 to 1-1/2 hour sessions:

• Developing goals for the business and assigning a dollar amount to these goals to determine in which directions the business should head.
• Discovering and analyzing current cash flow trends.
• Creating a Cash Flow Plan that: (a) controls the costs of doing business and (b) plans ahead for periods of low cash flow.
• Following through on your Cash Flow Plan and determining what changes are needed in your business spending habits to be able follow the plan.
• Monitoring how well you are following the plan.

*Need help with business and personal finances? Try our combo financial freedom cycle program (9 sessions over 7 months).

• State and federal taxes for any business classification (sole proprietorship, LLC, LLP, etc.)
• Personal property tax
• Sales tax

Payroll Processing