
Partnering with you and your business goals
How I can partner with you!
Monthly Financials
If you do not receive updated financials every month then you won’t be able to tell whether or not your business is on track. Worried about understanding what all those numbers mean? No worries. I can walk through the numbers with you and answer any questions you might have.
Financial goal setting
How do you know if your business is heading where you want it to? We will sit down and discuss what your yearly goals are and break them into easy quarterly chunks. This will allow to keep track of how you are meeting your goals so it is not a surprise at the end of the year!
Remote Entry and Upload
That big box of receipts? Forget about it! You can upload all of your documents in an easy to use client portal so you don’t have to worry about whether or not that paper made it in the box. This also allows for super speedy financials each month!
On-Site Consultation
Need help at your business with your financials or QuickBooks Software? No problem! We can schedule a time that works for you to come in and troubleshoot or do one on one training right in your office setting.
Payroll Services
We provide a wide range of payroll services and can function as a remote internal payroll processor for most of our clients. Do not have a payroll program? Or just getting started? Not to worry we can help with setup as well!
Need Other Services?
If you are looking for a service I don’t provide such as legal or tax services, let me help you find the right partner or solution for you! With local connections and experience with 3rd party software I can help you find the best solution.