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Optimized Financial Strategies with Professional Guidance
Financial Manager
Drive Your Business Success with Expert Guidance
- Monthly Financial Reports
- Tax Support
- Advisory Support
Growth Planning
Holistic Financial, Tax, and Advisory Services
Financial Reports
We offer weekly bookkeeping, manage A/R and A/P schedules, and provide monthly financial reports for clear insights into your business’s financial health.
Taxes
We manage annual tax filings, quarterly estimates, and semi-annual tax planning calls for optimal tax compliance and savings.
Advisory Support
Seamlessly integrate third-party applications into your systems to enhance functionality and streamline operations, ensuring smooth data flow and improved efficiency.
What's included with Bookkeeper?
Simplified Finances and Professional Tax Management
Our expert team will standardize your chart of accounts and categorize all your transactions correctly. Every month, we’ll prepare financial reports to assist in making strategic business decisions. These reports will also help estimate tax payments throughout the year, reducing any surprises at tax filing.
If you’re ready to hand over your bookkeeping and tax filing to a professional, this package is the ideal solution for you!
Investment starts at $350/month
Scaling Teams
You’re an independent leader with a small but mighty team.
Corp Structure
You’ve established your business as a sole proprietorship, LLC, or S-Corp.
Build Experts
Your firm specializes in professional services, including coaching, consulting, training, and speaking.
Still have questions?
If you need any clarification or additional information, don’t hesitate to get in touch. We’re happy to help!
Begin Your Path to Success
Getting started is simple! Begin by evaluating your current tax and bookkeeping needs, then schedule a consultation to discover the best solutions for your business. With the right support, you’ll stay organized, compliant, and ready for the year ahead.
Application
Explore our service offerings and select the one that best fits your needs. Once we review your application, our team will reach out with a link to schedule your Discovery Call.
Initial Diagnostic
Onboarding + Ongoing Service
Following your Diagnostic, we’ll finalize your onboarding by addressing any necessary catch-up or cleanup. Once everything is in order, we’ll smoothly transition you into ongoing services customized to your needs.