What We do
Our 6-step “One Clear Path” system provides monthly guidance to take your business from where it is today to where you want it to be.
- Set goals/targets for the year
- Monthly review of actual financial performance
- Monthly forecasts to predict future performance
- Review score card to see what areas to focus on
- Create specific objectives for next month
- Set next-steps to accomplish the objectives
Bookkeeping & Accounting
Take the hassle of day-to-day bookkeeping and accounting off your shoulders.
- Accounts Payable (bill pay)
- Accounts Receivable (invoicing)
- Inventory Management
- Job Costing
Exclusively available to our monthly Accounting and Strategy clients, we make tax time a breeze by leveraging work done throughout the year.
- Tax Planning
- Entity Selection
- Business Tax Filing
- Business Owner/Partner Individual Tax Filing