• Client Accounting Services

    Established small businesses already understand how important accounting is for making decisions. Understanding that fact and actually having accurate and useful financial statements are two different things, however.


    With our Client Accounting Services, your accounting is shifted to someone who does it for a living, not just “when there’s time.” We treat it with the importance that it deserves and offer you all of the ancillary services that only begin with accurate accounting.


    *The following services are all-inclusive. We do NOT offer any of these services as stand-alone items (for instance, we will not solely offer tax preparation services without offering everything else).


    We have found that if we know everything, we can help you at a higher level.

    Ongoing, real-time accounting services through QuickBooks Online or Xero

    *sorry, we don’t support QuickBooks Desktop products, only cloud-based accounting applications.

    • Preparation of monthly financial reports that are actually useful to running your business;
    • Reconciliations and month-end closing procedures so you can be sure your monthly results are accurate.

    Monthly calls and meetings to discuss your financial results

    By utilizing the financial statements that we help you prepare, we can provide useful analysis and feedback about how your business is performing.

    Preparation of forecasts and projections

    When it’s time to look at your cash flow during lean times, or project how adding a new revenue stream or new employee will impact your business, we can help you prepare projections and forecasts.

    Preparation of detailed performance reports

    This is more than month-over-month changes and percentages; this is a deep dive into how your business is truly performing compared to benchmarks, with dashboards and graphical presentations to help you understand more than you ever thought possible.

    Small business tax advisory and preparation services

    We primarily focus on preparing tax returns for small businesses and the entrepreneurs that run them. We offer tax planning and advisory services throughout the year so that you can understand how financial decisions will affect your tax returns at year-end.

    Tax returns include business income tax returns, sales and use tax returns, and individual income tax returns for the business owner(s).

  • Client Accounting Services: Terms & Minimum Financial Commitments

    • We do our best work with small businesses that have GROSS REVENUE of at least $400,000.
    • Your MINIMUM financial commitment to work with us will begin at $1,200/month (or $14,400 per year). We also ask for two months’ payment of that commitment at the time we agree to work together and sign the engagement letter to commence the work.
    • We will invoice you at the end of each month and your payment will be set up for auto-draft or automatic credit card payment on the 5th of the following month.
    • You will be responsible for the software subscription cost for QuickBooks Online or Xero.

  • Start-Up Consulting Services

    Entrepreneurs are do-everything people.

    If you have a new business or are beginning to explore a new idea, you are probably painfully aware of the many hats you’ll end up wearing.

    We know that starting a new venture is time-consuming

    You have to make so many decisions in the very beginning and most of the time, you don’t even know if you made the right decision. In the worst cases, you don’t find out until much later that you made the wrong decision, and now your business venture is in serious trouble. Continuously scrolling online to learn how to set up an LLC or investigating the differences in the entity choices is NOT a wise use of your time, entrepreneur!


    Our best work with start-ups in the past has come in the form of consulting. We think of start-up consulting as part sounding board, part coach. Entrepreneurs are notorious for operating in a vacuum and not sharing too much with family and friends for this one reason….they don’t think those family members and friends will understand.

    Guess what? We do understand. And we LOVE to listen and strategize with you.

    Typical examples of issues on which we consult

    Finding and exploring the best answer to any one of these items is worth the price of admission!

    • What type of entity should I choose? LLC, S-Corp, Partnership, C-Corp?
    • How do I begin to pay myself?
    • When is it time to begin outsourcing some of my work to contractors?
    • When is it time to hire my first employee?I
    • I don’t have a banker, attorney, insurance agent, payroll provider, or financial planner…help!
    • Why do I need a banker, attorney, insurance agent, payroll provider, or financial planner?
    • I need a strategy for pricing. Can you help me?
    • Should I have a business partner?
    • Why am I doing this? Business ownership isn’t what I thought it would be.
  • Start-Up Consulting: Terms & Minimum Financial Commitments

    • We require a minimum commitment of three months of consulting services. You can opt for more than three months, but each commitment block consists of three months of service.
    • We will meet twice per month.
    • Each month of consulting service is priced at $700/month. The first month is requested in advance.
    • We can only accommodate 3 consulting clients per month, so space is limited for these engagements. If you cannot start at the time of your choosing, we will place you on a waitlist and you’ll be alerted when the next available spot becomes available.

  • Want to learn more about our services?

    Go ahead, put it out there.

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