Our Services

Through our modern, forward-thinking strategies, you gain more than just financial support; you gain a trusted ally dedicated to your prosperity and long-term success.

BOOKKEEPING SERVICES

  • Collective 1

    • Up to 100 transactions or 3 financial accounts

    • Monthly coding

    • Monthly transaction coding, reconciliation, journal entries

    • Maintain QBO data feeds

    • Unlimited email support

    • Monthly custom financial package delivered by 20th

    VIEW SERVICES + INVESTMENT GUIDE →

  • Collective 2

    • Up to 250 transactions or 6 financial accounts

    • Weekly coding

    • All Collective 1

    • Monthly transaction trends report

    • Phone support by appointment

    • Monthly custom financial package delivered by 20th

    VIEW SERVICES + INVESTMENT GUIDE →

  • Collective 3

    • 350+ transactions or 8 financial accounts

    • Daily coding

    • All Collective 2

    • Slack channel - response during business hours daily

    • Monthly custom financial package delivered by the 15th

    VIEW SERVICES + INVESTMENT GUIDE →

WORK WITH US

ADD-ONS ADD-ONS

✦ Monthly CFO Services

✦ Accounts Receivable & Invoicing

✦ Accounts Payable Solutions

✦ Budgeting & Forecasting

✦ Inventory Accounting

✦ Payroll Processing

✦ Onboarding

✦ Payroll & HR Setup

✦ Sales Tax Registration

✦ Sales Tax Return Filing

Tax SERVICES

  • Tax Returns

    • Individual return (Form 1040)

    • Business entity return (Form 1065, 1120-S, 1120)

    • Audit representation & notice resolution

    • Extensions

    • Additional state return

    • Foreign bank account or foreign income forms

    • File 1099 forms annually

    VIEW SERVICES + INVESTMENT GUIDE →

WORK WITH US

ADD-ONS ADD-ONS

✦ Initial tax plan (new clients only)

✦ Current year tax planning

✦ Tax planning with deferral corp

✦ Form a new entity (LLC, S-corp, C-crop)

✦ S-corporation election

✦ Children’s payroll

✦ Children’s returns

✦ Minutes of annual meeting

✦ Annual registration with the SOS

HOW IT WORKS

  • 01.

    CONSULTATION

    We engage with our clients to deeply understand their unique needs, challenges, and aspirations. This initial step lays the foundation for a tailored approach that aligns with the individual nuances of their business.

  • 02.

    CUSTOM STRATEGY

    We craft personalized bookkeeping plans and tax strategies. In this step we leverage our expertise to develop creative and innovative solutions, ensuring our clients' financial success.

  • 03.

    EXECUTION

    We bring these strategies to life, handling day-to-day bookkeeping, optimizing taxes, and delivering tangible results. This three-step process not only simplifies complex financial tasks but also ensures a clear and effective path toward financial abundance for our clients.

GET STARTED TODAY