OUR SERVICES

Business Consultation

We specialize in helping women business owners to manage, organize and understand the finances of their business.  We believe women need positivity, education and support in order to succeed.  We provide valuable skills, knowledgeable insights and unique resources which allow us to pour into women and give them the wings to soar. 

Bookkeeping

A few things we handle for you with our full service bookkeeping

• Setup QBO and provide subscription level needed

• Accept and categories transactions from bank feed - Monthly

• Receipt and expense management - Quarterly

• Reconcile bank and credit card accounts - Monthly

• Secure digital client portal

• Payroll for officers/owners - monthly or biweekly only

• Prepare Financial Reports - Quarterly

• Accountable Plan management quarterly

• Support - 1 Monthly email, 1 call quarterly

Professional Tax Preparation

We provide tax preparation from our experts with over 30 years of experience. We use highly reputable software to guarantee accuracy and efficiency.  We have a streamlined process which allows easy uploading of client documents and information, e-signature, and digital delivery of returns. 

Tax Planning

We offer specialized tax planning for businesses and individuals to reduce your tax liability to the least amount possible as well as to take advantage of other tactics to reduce taxes.