Empowering business owners to make better financial decisions to build the lives they love.
Accounting & Advisory services designed to help driven entrepreneurs feel empowered and confident in their numbers.
You’re busy enough building an empire and now you are ready to grow your finances.
We help established businesses thrive with proactive financial solutions, strategic tax planning and reliable advisory support.
Our Services
-
Monthly Bookkeeping
Bookkeeping is the foundation of a business, it needs to be handled with expertise. Outsourcing your books will save you money, time and headaches.
We handle all of the daily transactions and monthly reconciliations to producing accurate financial statements. We make sure the business's finances are correct and up to date.
Each of our monthly bookkeeping packages includes a dedicated bookkeeper with unlimited communication so you can ask questions any time you need to. You can focus on growing your business while never having to think about your books again.
-
Advisory & CFO Services
Understanding the numbers is crucial to growing your business. There are budgets, cash flow and margins. We can prepare these for you and keep you accountable .
Advisory services go beyond just staying compliant with the IRS. It’s where we dive deep into the numbers and make them work for you. We can use the numbers to make better decisions for your business.
Whether you want to know if you afford a new hire, purchase a new building or want to know how you are doing compare to others in your industry, we can help. We want to give you the tools you need to make better informed business decisions.
More than 60% of Small Businesses fail in the first 5 years. Why? Not because of bad products or terrible services, but because of bad financial decisions.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
— Robert Kiyosaki
What Makes Better Books & Finances Different?
-
Relational & Value Pricing
We understand how frustrating it can be when you're unable to reach your accountant. That's why we offer relationship pricing – instead of charging by the hour, we allow you to contact us as often as you need without any additional fees. Don't hesitate to reach out to us with any questions or concerns – we're here to help. By working with a select number of clients, we're able to provide tailored, top-notch service to each and every one.
-
Experienced & Focused
Our team has been in the accounting field for more than a decade. We take pride in being certified bookkeepers, and our tax preparers are Enrolled Agents licensed by the IRS. Our top priority is to ensure your tax compliance and provide you with the necessary information before you file. We believe in continuous learning to ensure that you are taking advantage of the most tax-beneficial benefits as a small business owner.
-
Extension of Your Team
We're aware of the numerous challenges that come with owning a business. That's why we're here to support you in every way possible. Our team works closely with you to provide guidance and recommendations, drawing from our in-depth knowledge of your business and industry. With our expertise, we can help you implement best practices to ensure your success.