TIRED OF PROJECTING YOUR BUSINESS FINANCES BASED ON WHAT’S IN THE BANK?
WE GET IT.
AND WE CAN HELP.
COMMITTED TO YOUR SUCCESS
Our Vision
Our vision is to become the Firm that paves the way for small business to reach their business goals, succeed and make the owners’ lives easier.
Our Mission
We provide the financial GPS to help business owners achieve long-term success. Our mission is to continually cause internal business transformation to ensure business growth and development by assessing, planning, and monitoring the company’s financial, strategic, and operational aspects.
Our Value Proposition
We seek to rescue existing and prospective clients out of the sense of confusion and lack of direction while conducting their businesses. We do this by developing and implementing the financial and operational plan, strategy, and execution, as well as the tax planning, to cause impactful change toward achieving their overall goals.
SERVICES
Advisory Services
Strategic Planning
Financial Analysis
Cash Management
Forecasting
Profit Planning Controllership
Internal Controls
Process Improvement
Operational Policies & Procedures
Accounting Policies & Procedures
Business Coaching
Outsourced Bookkeeping & Back Office Support
Accounting System Set-Up
Company set up and software installation
Manage accounts payable and receivable functions, process invoices
Prepare for approval and issue checks for signature Billing Handling
Account Reconciliation
Expense Control
Statement Billings
Preparation of financial statements
Customer/Vendor/Employee setup
Invoice Preparation
Purchase Orders Preparation
Handle all government remittances
Payroll Processing
Accounting and Bookkeeping
Monthly Bookkeeping
Financial Statements
Month-end and year closing
End of year compilation
Monthly credit card and bank account reconciliation
Maintenance of General Ledger
QuickBooks Clean Up
Tax-Integrated Strategy
Business Taxes
Individual Taxes
Sales Taxes
1099 NEC & MISC
Business Services
Start Up Business Package
Loan Application
Business Incorporation
Mentorship Packages
Recent Post
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Your car dashboard tells you how far you’ve driven and how much gas is left in the tank. Your smartphone has a button to tell you how much space you’ve got left after taking all those pictures of the kids. Your bank’s all too happy to show you a report on how your...
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The big, emergency SBA loan programs for small businesses (like yours) that were launched (PPP) and expanded (EIDL) over the last couple of years are moving back from the radar or wrapping up.That said, there are still great options for funding your Northeast States...
Worker Classification Steps for Northeast States Businesses in 2022
And the books turn over.As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless.What will you do in 2022? That's the question of the hour ... and it has much less to do with...
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