It's easy! Simply click on the CONTACT US page, send us a bit of information about your business, and we will reach out within 24 hours with available dates and times for a complimentary consultation.
Our Advisory Services gives you access to an advisor with the heart of a teacher. We listen to your business history and goals, review your financial reports with you and help you develop a strategy and financial forecast for the future. We offer this service as an add-on for our existing bookkeeping clients, as well as a standalone service for those clients who like to manage their own bookkeeping.
Think of a bookkeeper and accountant like specialists within the field of medicine.
A bookkeeper is a lot like a Nurse Practitioner, someone who is right there by your side each day, taking care of the daily transactions, bill payments, invoices to customers, etc. They make sure you are well taken care of and identify and remedy any issues immediately.
An accountant or CPA is a lot like a Doctor who you only see for shorter periods of time, for bigger financial events like annual tax filings, conducting audits or more advanced financial analysis.