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
Business Strategic Advisors, Tax Accountants, and QuickBooks ProAdvisors
Advisory Services
Strategic Planning
Financial Analysis
Cash Management
Forecasting
Profit Planning Controllership
Internal Controls
Process Improvement
Operational Policies & Procedures
Accounting Policies & Procedures
Business Coaching
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
The Word on Payment Methods for Northeast States Businesses
…payment methods!Try to come up with one thing that’s more important to your Northeast States business than taking in revenue smoothly. Yeah, I couldn’t, either.And making sure that revenue is coming in becomes almost an obsession when you’re feeling the squeeze...
Alleviating Cash Flow Management Pains for Northeast States Businesses
Because we’re talking cash flow management today… with a recession looming on the horizon and the effects of inflation being felt so hard in everyday life, it’s difficult not to freak out over what lies ahead for your Northeast States small...
Why Should Northeast States Businesses Care About FASB and GAAP?
Yes, inflation isn't slowing down, even here in Northeast States.Though it's not the main thing I'll be writing about today, I did want to point out this economic elephant in the room for my New Rochelle business owner readers and clients, and not...
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