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Finding Strategic Solutions TOGETHER
Finding Strategic Solutions TOGETHER
We are change agents! We are a small team of experienced business process experts that listen, evaluate and propose financial and operational changes within your organization with the purpose of making you and your team more efficient. We work with you to design your financial and operational landscape and we support you in the journey of bringing that plan into action. We foster a collaborative relationship with our clients and continue to look for ways to assist our clients in more ways than one. That's how we're different! It's not only about the numbers for us, it's about the whole picture!
We are business owners too and face the same challenges! Our passion is to help entrepreneurs find their end goal and define the steps to get there. We not only provide timely advice, but actually help you follow through with the plan. We collaborate with you, facilitate resources, coordinate processes and organize your environment. We listen. We plan. We execute. But most importantly, we care!
We find strategic solutions to improve your business processes together, as part of your team. We use software, organizational skills and training to implement new financial and/or operational processes or improve existing ones.
If you can't find the answer you're looking for, please reach out!
We offer a variety of service packages. We will generate a proposal for you after our free initial consultation. Our pricing is typically structured as an all-inclusive monthly subscription fee. One-time projects may be billed on an hourly basis. You can check out our Pricing page and schedule a call to get a customized quote!
We are a small team of professionally trained finance and operations consultants and are qualified to help small business owners evaluate their current state to identify areas of improvement. We have a background in accounting, finance, budgeting and operations. Some of our clients are in the food & beverage, retail, e-commerce, construction, and real estate industries. Please schedule a call to learn more!
We work with privately held small businesses, mostly solopreneurs and small partnerships. We do not work with publicly traded corporations or certain medium to large organizations. We also work with individuals looking for sound financial advice. If you're not sure whether we'd be a good fit, by all means, reach out!
Yes! We can help individuals who want to get their personal finances in order. We can help with their personal books, household budgets and cash flow management. Even if you don't own a business, let's talk!
Great question! Tax preparation is not our primary service offering, however, we do offer tax preparation assistance once you become our consulting client, mostly because tax planning is an integral part of your financial landscape.
We may also be a good fit for individual taxpayers who are looking for a tight-knit relationship with their tax accountant. We foster a long-term collaborative culture and we want to work with clients who are searching for that specific fit. If you need tax planning and preparation services, do not hesitate to reach out! If we're not the best fit, we'll let you know.
We were waiting for that one! We are not a CPA-owned firm. However, as professional accountants and tax generalists, we are authorized by the IRS to prepare business and individual tax returns for a fee. If we determine that we wouldn't be a good fit for the specific service you need, we will be happy to refer you to other professionals in our network who would be able to help.
There are many ways, but here are three: 1) We take finance and operations tasks off your plate! You'll get all that time back to work on your business. How amazing is that? 2) We are experts in everything related to startups and small business! We'll help you navigate the unknown world of managing a business while remaining compliant and forward-looking, and 3) we stay updated with the latest general tax developments and can make suggestions that will save you effort and money.
Super easy! Just click the "unsubscribe" link found at the end of any of our emails. If we reach out via text, you'll just need to reply STOP.
Thanks for asking! Because your privacy is of utmost importance to us, we commit to maintaining physical, electronic, and procedural safeguards to protect the information we gather from you. That includes not disclosing any nonpublic personal information to absolutely anyone (except to our employees who need such information in order to provide services to you), except as requested by you or as required by law. If you have questions regarding our privacy policy, please reach out!
Send us a message to tell us more about your financial and operational goals and needs. We will get back to you very soon to schedule a consultation.
Monday, Wednesday, Friday: 10am - 3pm
Tuesday + Thursday: By appointment only
Closed on weekends!
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