Monthly Accounting, Bookkeeping & Financial Management Services

"We take a holistic approach to your finances so your business works for YOU!"

-Meagan Hernandez, Founder

Now Introducing a Focus on Start-Ups and Small Businesses!
Here's how we can help!
All of our services are crafted specifically to exceed our clients' needs and expectations.
ACCOUNTING & BOOKKEEPING
Our Monthly Accounting & Bookkeeping services allow you to achieve Max Tax Savings, Compliance Assurance, a Plan for Financial Growth and Success, and a Team That Cares About Our Clients' Happiness
Financial Management
Our full service Financial Management takes you by the hand to become a trusted partner. Our holistic approach reveals your dreams, helping us guide your business activities to match your ideal lifestyle.
If you'd like to learn more about our services, just click the button below to schedule a quick call with us!

ACCOUNTING, BOOKKEEPING & FINANCIAL MANAGEMENT

ACCOUNTING

Explaining Financial Statements, Creating & Maintaining a Business Budget, Advising Client on Financial Analysis, Projections, Goal Setting, Job Costing, Increasing Revenue/Decreasing Expenses and ROI.

BOOKKEEPING

Categorizing all Business Transactions weekly for MAX tax savings, Performing Monthly Bank & Account Reconciliations for accuracy and Preparing Monthly Financial Statements for Client to clearly see the Health of their Business.

FINANCIAL MANAGEMENT

This is equivalent to having a CFO and Financial Analysis in your pocket. Our Financial Management incorporates all of the specific services your business needs at the level that is needed. We focus on YOU, the Owner, helping you plan our your ideal future and then crafting your business to help you achieve your dreams.

Other Financial Services

Accounts Receivable, (Invoicing, Tracking Payments, Collections efforts), Accounts Payable, (Entering & Paying Bills, Monitoring Due Dates, Cash Flow Management, Vendor Relations), Payroll processing & monitoring of Payroll Tax filing & payments.
If you'd like to learn more about our services, just click the button below to schedule a quick call with us!

ABOUT OUR TAX SERVICES

Quarterly & ANNUAL Tax SERVICES

Although we are equipped to file taxes for personal and businesses, we partner with a trusted team to assist in this process. They handle the tax filing so we can focus on the front-end of making sure your business is getting the year-round tax savings, compliance assurance and financial planning pieces you deserve.

*Advanced tax planning*

Introducing our new service of Tax Planning. We work with high income earners to create a tax plan fit for your lifestyle and needs. The work we do in strategic advanced tax planning can save high income earners several tens of thousands of dollars each year.
If you'd like to learn more about our services, just click the button below to schedule a quick call with us!

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