Contact us for more information on our services and how we can help you grow your business.

Below is a list of the 3 main services we offer to entrepreneurs and business owners.

We help entrepreneurs grow their business by knowing their numbers

Learn more about what we do.  Ask about our service packages.

Are you interested in growing your business and knowing your numbers? Then, as an active entrepreneur, financial planning and analysis for your business' growth is crucial.

Financial Planning and Analysis

Our FP&A services include budgeting, financial forecasts, cash flow management. We work with you and meet with you on a regular basis to prepare your next year's forecast and to update up on a periodical basis, running actuals to forecast analysis and other Key Performance Indicators (KPI's). Contact us for an estimate and more information.

Would you like to have peace of mind to know that your business books are in order and up to date? Contact us for an evaluation and more information.

Accounting and bookkeeping services

Our accounting and bookkeeping services include monthly accounting review and/or bookkeeping services using Quickbooks desktop or quickbooks online. We review your in-house bookkeeping and make end of month and end of year journal entries, calculate the tax depreciation, and other necessary adjustments. We meet with you on a monthly basis to review the financial reports of your business and compare them to your prior year financials and forecasts, including the financial dashboard.

Income Tax Services

Would you like to save on income taxes by implementing simple and other tax planning strategies? Contact us for more information.

Our income tax services include your annual business and personal U.S. Income tax filings. We also offer income tax planning services and projections so that to anticipate your tax liability and implement strategies to lower your income taxes due.