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We provide balance to help your business achieve financial serenity.
You have a VISION for your business.
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You have GOALS and DREAMS.
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Do you also have piles of receipts and documents, incomplete financial reports that are just a meaningless blur of numbers, and not enough time to juggle everything?
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The good news is that we can help!
How?
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We listen to you, help you identify your company's areas for improvement, and customize our services to best fit your needs.
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We handle the daily, weekly, and monthly bookkeeping tasks to properly record and reconcile all business transactions.
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We create for you a complete, organized documentation system for all things business-related. It's digitized, too; so, no more piles of receipts and missing papers!
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We automate processes whenever possible to gain efficiencies.
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We monitor your books and provide advisory services to position your business for success.
What's in it for YOU?
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Complete, accurate accounting to support easier access to lending or investor capital
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Transparency of business financial standing at any point in time
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Improved cash flow to grow the business
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Greater ability to plan for the long term and pivot when challenges arise
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Valuable reports including full financials (Balance Sheet, P&L, Statement of Cash Flows), as well as others such as KPIs and Rolling Cash Forecast, to monitor or share during communications with the management team, lenders, and investors
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Easier identification, management, and mitigation of risks and errors
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Lower taxes from maximized deductions
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Confidence in your business metrics and analytics
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Time to focus on the parts of your business that you enjoy
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All leading to . . .​ peace of mind
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