Business and Personal Financial Solutions

Includes:

Business Consulting

Financial Coaching

Bookkeeping & Financial Preparation

• Business Formation & Licensing

• Data systems selection & installation

• Strategic Growth Projections

• Financial Policies and Procedures

• Fractional CFO or Controller Contracts available

Includes:

• Individual and Business Coaching

• Budget development & projections

• Debt management

• Bank negotiations & ratios

• Ideas to lower expenses and maximize income

Includes:

• Complete bookkeeping services including account reconciliation and payroll

• Receivables & Payable assistance with timely cash flow policies

• Financial results review & comparison with industry averages

• Quickbooks Migration

• Old software to new software

• Desktop to online migration

• KPI review & analysis