Empowering Small Businesses with Cutting Edge Accounting Solutions

Let us implement a comprehensive financial and tax strategy so you can grow your profits, lower your tax bill and build generational wealth.

Are you overwhelmed trying to do it all?

Are you trying to wear all the hats in your business including managing your books? Do you find yourself spending endless hours on backoffice tasks that never seem to end? Or do you avoid it altogether? 

Keeping up with your business’ accounting needs can be overwhelming and time consuming. Your time, as the CEO of your business, is not best spent on accounting, it’s best spent on activities that generate revenue.

We’re here to empower you to unburden yourself from your bookkeeping by providing you with a fully outsourced accounting team.  Think of us like your entire finance department. We go beyond your day-to-day bookkeeping needs, as your long-term strategic partner we’ll help optimize your financial and tax strategies. 

Your business deserves a team of financial experts who are looking after your cash flow and profit margins. After all you’ve invested, physically and monetarily into your business don’t you deserve a team who will implement tax strategies to make sure you keep more of the cash you worked so hard for?

HOW WE CAN HELP

Full Service Accounting
Virtual CFO Services
Tax Strategy & Preparation

Here's What You Can Expect...​

Current & Accurate

Current and accurate books so you can rely on your financials to make strategic decisions driven by data

Financial Advisor

 Think of us like an extension to your team. We stay in close communication with our clients so when can help advise as situations arise

Wealth Strategist

We help you make short-term and long-term decisions to increase your profits while minimizing your tax liabilities

working with us is easy

What to Expect

1

Discovery Call
  •  Chat with us about what is going well and what is not going well in your business.
  • Learn more about how hiring a virtual CFO can help.
  • We will perform a diagnostic review of your current books. 
  • Schedule a follow-up meeting to provide you a custom fit proposal for your business’s needs and goals.

2

Onboarding
  •  We will provide a customized checklist for everything we need from you
  • Set up or transfer all of your account(s)
  • Clean up your past books (if needed)
  • Do an audit of your financial statements and chart of accounts
  • adjust your entity structure if necessary
  • Work with you to identify key performance indicators that are meaningful to your business

3

Sit BAck and Relax!
  •  We produce reliable data and interpret results to help you make real time business decisions
  • Available throughout the month to be a sounding board or advisor as someone you can trust
  • Handle cash flow and forecasting
  • Participate in board meetings and/or management meetings
  • Accounts receivable
  • Accounts payable
  • Optimized workflow
  • Bookkeeping 
  • Payroll Administration
  • Bank Reconciliation
  • Tax strategy
  • Entity compliance 
  • Year end taxes

How Can You Afford to Not Outsource Your Accounting...

… When maintaining your own books is consuming valuable time you could be using to generate new revenue. 

Outsourcing your accounting can feel like a big step. Continuing to do your accounting means you’ll lose out on growth opportunities and achieving the success you’ve always dreamed of. Not to mention all the extra money you may be paying Uncle Sam by not proactively planning for taxes. 

We’re here to help you succeed and reach your dreams. We are as passionate about accounting as you probably are about your own business. Our goal is to empower business owners to confidently understand their financials and use the data to make strategic decisions. 

We want to help you be more profitable, build a legacy and build generational wealth! 

Our Clients love us... here's why!

“Our business has grown tremendously since Rachel has helped and come onboard!”

Giselle, Breathe Birth & Wellness LLC

⭐⭐⭐⭐⭐

See more of our success stories here!

Here's what you'll get...

We are a rock-star team passionate about what we do and who we serve. We do whatever it takes to make sure your business is taken care of as if it were our own. We don’t just go the extra mile, we go all the way. 

Have Questions?
We've Got Answers

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