Many entrepreneurs are excellent at building strong relationships with clients, vendors,
strategic partners. But when it comes to their relationship with money, revenue and
company assets, often times the relationship is strained and in some cases, non
existent. Don’t let your business become the next entrepreneurial cautionary tale.

Our Entrepreneur Package provides four unique and affordable options for streamlining your business. It’s time to take the guesswork out of growing and managing your company’s profits.

Option #1 - The Essential

The Essential option includes basic bookkeeping tasks necessary to build, grow and sustain a successful business, no matter the size of your company or what industry you’re in. 

From Accounts Receivable to Accounts Payable, each service is customized and ran based on the specifics of your company.  As a business owner, you’re provided with regular cash flow updates to keep you aware of your cash position at any given time in the month. 

At the end of each month, bank reconciliation and monthly financial statements are prepared and reviewed with you and/or key decision makers within your company. This cost-effective option will provide you vital information on your business performance on a monthly basis. 

Includes all of the following:

• Accounts Receivable
• Accounts Payable  
• Cash Flow Management
• Bank Reconciliation
• General Ledger
• Up to 50 Monthly Transactions
• 5 hours of customized consulting per month

Option #2 - Performance Control

Performance Control is a unique, yet vital option for entrepreneurs. We take an in-depth look at what drives the business and the direction it needs to take.  If you’re at the point where your business is running you more than you’re running it, this is your ideal solution.

This option forces business owners to evaluate their future business goals, but is done so with the guidance, help and analysis of a leading financial expert.  

Includes all of the following:

• Annual Budgeting
• Monthly Financial Analysis (monthly)
• Cash Flow Projections (once a quarter)

Option #3 - Year End Accounting

If you own your own business it’s not a matter of whether you will be audited, it’s just a matter of when. Our Year End Accounting option not only is essential for the preparation of your company’s books for tax return purposes.  It ensures that when your company is audited you will be fully prepared, making the experience less stressful and potentially much less painful.

This option starts with filing Forms 1099 and 1096 to the IRS and mailing vendors’ copies. Schedules to the financial statement are prepared and accompanies the company’s financial statement when submitted to the tax accountant.  Adjusting journal entries from tax accountant are posted prior to closing of the company’s books.    

Includes all of the following:

• Forms 1099 and 1096 Filing
• Year End Tax Return Package
• 4-6 hours

Option #4 - Business Office Consulting

Multitasking is a way of life for most entrepreneurs. Unfortunately, in the midst of multitasking sometimes activity can be confused with accomplishment.

With our newest offering, Business Office Consulting, is the perfect option for learning the proper procedures for running a smooth business.

Includes all of the following:

• Proper documentation for checks written and receivables
• Proper filing of company documents
• Training in-house staff on proper procedures of effectively running an office