"We take a holistic approach to your finances so your business works for YOU!"
-Meagan Hernandez, Founder
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
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 fill out the form on the next page and we'll be in touch!
Explaining Financial Statements, Creating & Maintaining a Business Budget, Advising Client on Financial Analysis, Projections, Goal Setting, Job Costing, Increasing Revenue/Decreasing Expenses and ROI.
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.
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.
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.