we empower your small business:

 

with expert financial solutions, Training, and seamless support.
 

We offer a full spectrum of accounting, tax, and back office services, designed to help your business run efficiently, stay compliant and grow.  From expert QuickBooks set up to ongoing financial management, we are here to support and educate you every step of the way.  Let us handle the details so you can focus on business growth while getting your time 

your business is unique.

We create a custom "white glove service" just for your business.  

Pick services from our menu.  Change services as your business grows and evolves over time.

 

One small biz group - one monthly or project based fee.  The math is simple!

our service menu includes:

QuickBooks & Accounting System Setup or Cleanup

Optimize your accounting systems to fit your business needs and ensure accurate data.

Services Offered:

  • QuickBooks / Accounting Setup or Cleanup

    • Tailored QuickBooks (or other accounting software) setup or cleanup for a streamlined system

    • Transaction categorization, reconciliation, and error correction

    • Integration with third-party apps to automate processes

  • Custom Reports

    • Creation of custom financial reports for better insights

    • Personalized reporting to track key business metrics

Ongoing Accounting (Monthly or Quarterly)

Maintain accurate financial records and manage your cash flow with our ongoing accounting services.

Services Offered:

  • Bookkeeping & Financial Reporting

    • Monthly or quarterly reconciliations of bank accounts and credit cards

    • Preparation of financial statements (Balance Sheet, Profit & Loss, Cash Flow)

    • Custom financial reporting for decision-making

  • Cash Flow Management

    • Cash flow forecasting and management for better financial health

    • Expense tracking and recommendations for cost optimization

Tax Strategy Meetings (Quarterly or Annual)

Proactive tax planning to help you minimize liabilities and maximize savings.

Services Offered:

  • Tax Strategy Consultations

    • Quarterly or annual tax meetings to assess tax-saving opportunities

    • Strategic planning to optimize tax outcomes based on business performance

    • Guidance on structuring your business to reduce taxes

Annual Tax Compliance (Individual & Business Income Tax Returns)

Ensure timely and accurate filings, keeping you compliant with state and federal regulations.

  • Individual Tax Returns

    • Filing of personal 1040 tax returns

    • Identifying deductions and credits to maximize savings

  • Business Tax Returns

    • Filing of business returns (1120, 1120S, 1065, etc.)

    • Corporate, LLC, Partnership, and S-Corp filings

Back Office Support Services

Streamline your operations with access to our back office team, handling everything from data entry to marketing.

  • Data Entry & Record-Keeping

    • Accurate and timely data input for all transactions

    • Organizing and maintaining financial records

    • Scan and file documents to create electronic storage system

  • Accounts Receivable (AR) & Accounts Payable (AP)

    • Invoicing, collections, and vendor bill management

    • Payment processing and cash management

    • Create AP and AR automated systems using leading software

  • Payroll Services

    • Payroll company setup & onboarding

    • Routine payroll entries and tax filings

    • S-Corp officer compensation

  • Additional Support

    • Spreadsheet creation and financial analysis

    • Optimize technology automation and app integration

    • Marketing and content management support

    • Scheduling, appointment coordination, and administrative tasks

Custom Training for Business Owners & Staff

Empower yourself and your team with the knowledge needed to succeed in accounting, software, and office tasks.

Services Offered:

  • Custom Training Programs

    • One-on-one or group sessions on accounting best practices

    • Software training (QuickBooks, Gusto, Excel, and other tools & apps)

    • Office management and workflow optimization

  • Tax, Accounting, and Software Knowledge Courses

    • Tailored courses to build your understanding of tax, accounting, and software tools

    • Continuous education for business owners and their teams to stay ahead

We love sharing our knowledge and expertise!   

  Courses Designed / Taught:

  • Tax Programs

    • Basic Federal Income Tax Course (for new tax preparers entering the industry)

    • Advanced Federal Income Tax Course (includes business entity filings, estates, and trusts)

    • California Tax Education Council (CTEC) Tax Preparer Qualifying Education

  • Accounting Programs

    • QuickBooks Trainings

    • Understanding Accounting and Financial Statements for Small Business Owners

    • Collegiate Courses: Tax, Management, and Cost Accounting

Why choose us:

  • Comprehensive Support: We provide end-to-end solutions for accounting, tax, and back-office needs.

  • Tailored Services: Everything is customized to meet the specific needs of your business.

  • Education & Profit - Focused: We believe in educating business owners to make informed decisions and grow their profitability. 

Next steps:

 

your small business + our group = Let's connect!

Schedule a complimentary intro call to talk about your business needs and challenges.  We'll discuss where you're at and where you want to go.

You'll receive a personalized plan to streamline your accounting and business operations, optimize tax strategy, and improve your profitability - saving you both time and money. 

You're not in this alone.  We'll provide monthly or quarterly support and check-ins to make sure your business is on track year-round, freeing up your time to focus where it matters most.

Ready to Meet the Group?

Reach out with questions.  

Ready to schedule your intro call?  

We're here to help!