Initial Discovery Consultation
This initial consultation allows an in-depth assessment of each business & the development of personalized accounting & financial goals.
30 minute meeting - Free of charge!

New Business Setup & Registration
This service includes:
  • Secretary of State Business Registration
  • IRS Tax ID Number Application
  • Bank Account Setup Consulting/Recommendation
  • State & Local Business License Research/Application

Financial Consulting Services
Consulting, coaching, and assessing the financial health of your business.

Bookkeeping Services
Services are billed per hour - discounts available for sessions booked in advance

Workshops & Training
Offering education and training for all staff levels within your organization and for your organization's clients.