Services Offered

Business Plans & Projections

Giving you the tools to implement new business ideas or diversification in the “pencil & paper” stage to validate whether or not the venture has the potential to be profitable.  Save time and money by assessing feasibility prior to funding.

The next step is to create a living document that outlines all aspects of your business to achieve your goals and objectives.  This plan helps you focus your decisions by creating guidelines and 'check-ins' to reach those goals.  In addition, we will create a document with statistical data and projections to present to financial institutions for potential funding.

New Business Formation

We will provide support in creating and completing new business forms for federal and state applications including request for FEIN, state account, unemployment and certification records such as boarding license.  We will work with your business partners (legal, accounting, insurance) to make sure all bases are covered.
 

Recommend accounts to use for record keeping.  Create templates for invoicing to customize to your business. Also, customize the system to best meet the needs of your particular business. If you choose, we will also setup QuickBooks software on your computer and create the initial business file.

Pricing Audit & Service Tracking

Review of your established system and business practices with a report outlining findings to include recommendations to consolidate, improve cash flow and upgrade systems for accounts payable and accounts receivables.

Helping you to develop or redevelop a price sheet to use for clients and provide focus on the services you offer. We will recommend and implement a financial system to account for additional services to clients so that you can capture all of your income streams.

Virtual Bookkeeping & Payroll

We give you the support you need to run a successful business by managing your bookkeeping and payroll needs.  You get to focus on running your business and will have the information you need to make informed decisions.  We can create customized billing to get you paid faster, set up a system for vendor payments, and handle your payroll needs. 

Let us show you how we can take the burden off of you and make it a more streamlined process.