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Are you ready to scale your business to the next level!?! This is our flagship one-stop shop accounting and tax solution for our small business partners. This solution includes the Bookkeeping & Tax Strategy plus Virtual CFO services. A Virtual CFO will work with you to provide high level strategic analysis and guidance on how to run your business based on the numbers. In addition to basic bookkeeping & tax strategy, this package includes budget support, projections, forecasts, and much more. This package provides the most value for our partners because it simulates a full accounting department for a fraction of the cost.

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Are you ready to hire a team of professionals to strategically manage your accounting system to ensure that your business is growing efficiently? Taxes can easily become the biggest expense for a growing business. Small business owners must consider payroll taxes, sales taxes, income taxes, etc. depending on location and type of business. Setting up bookkeeping will allow you to accurately track your business finances, effectively plan for taxes, and generate reports for banks, investors, and other interested parties.


Want to get your accounting system setup to track your revenue, expenses, assets, liabilities, and equity, but your business does not generate enough revenue to invest in ongoing accounting services? Our Accounting Systems Setup is the perfect solution! Our team will create your accounting system based on your specific needs that will allow you to compile all your financial information in the system. This will make it easier to learn to categorize your financial transactions or hire a pro to categorize everything once it makes sense for your business.

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Image by Kelly Sikkema


LLC, S Corp, Corporation? Which one is best for your business? Schedule a Business Entity Consultation to learn more about how each entity works, and what will work best for your specific business.


  • One-time CPA Consultations

  • CPA Attestations

  • Payroll

  • Tax Planning

  • Tax Preparation

  • And more…

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