Services
All our clients are unique and our solutions are too.
Whether you are an entrepreneur, a self-employed consultant, or a small business owner, our goal is to give you tailored, high-impact solutions that will bring your business to the next level.
As your one-stop shop, we partner with you to integrate, customize, and manage your operations across the following areas:
Business Process & Office Operations
Operating a small business means understanding your unique business needs while satisfying ever-changing and complex legal requirements to maintain your company’s good standing.
“creative insights…great job managing our system integration”
- Accounting and record-keeping requirements including risk management and legal documentation
- Contact database customization and management
- “Doing business” setup and administration
- Executive dashboards and summaries
- Project Management
- Resource planning and training
- Website management
Financials
As your trusted small business advisor, we can increase your profit and maximize tax deductions.
“handles all of my headaches”
- Asset and equity management
- Bank and credit card account management
- Customer invoicing, collection, payments, and deposits
- General Ledger and record keeping management
- Supplier invoicing, payments, and 1099s
- Tax planning and audit preparation
- QuickBooks® expert
Customer and Supplier Relations
We are experts in identifying gaps, finding red flags, and preventing potential problems before they arise.
“quickly & painlessly put issues to rest”
- Service agreements, contracts, procurement
- Sales pipeline and orders
- Independent Contractor requirements
