Focus & Freedom - Empowering Entrepreneurs to Achieve Their Goals
Our Services and Solutions
At our company, we offer a wide range of services designed to support your business needs. From legal advisory to bookkeeping, we can help you manage your back-office functions effectively. Our team of experts includes CPAs, Controllers, and CFOs who can become your entire accounting team. We provide full-service accounting, including bookkeeping, payroll, and tax services. Our legal department is also equipped to handle all your legal needs, from contract review to liability assessments. We understand that every business is unique, and we tailor our services to meet your specific needs.
Business Advisory and Outsourcing
We offer business advisory services, including monthly or quarterly coaching sessions to review your business practices and financial health. This is particularly beneficial for entrepreneurs who excel in their industry but may lack expertise in finance and accounting. Our services are designed to ensure that your business runs smoothly and efficiently, without the need for a full-time CFO. We can also assist with proactive tax preparation, ensuring that you are well-prepared for tax season and minimizing your tax liability.
Bookkeeping Services
Our bookkeeping services include accurate, timely financial information. We eliminate the need for you to manage bookkeeping in-house, freeing up your time to focus on your core business activities. Our systems are designed to provide you with the financial insights you need to make informed decisions.
Technology and Support
We leverage technology to ensure that you have access to our services anytime, anywhere. With tools like Zoom, we can conduct meetings and provide support through various communication channels. Our remote support ensures that you can always get the assistance you need, without the need for in-person meetings.
Packages and Pricing
We offer various packages tailored to meet the needs of different businesses. Our packages include Advisor, Advisor Plus, and Director Tables, each offering a range of services and support. Our pricing starts at $325 per month for the Advisor Table, which includes unlimited calls, emails, texts, and video chats, as well as the ability to oversee up to 3 bank and credit card accounts. Our Director Table offers the most comprehensive services, including 5 KPI dashboards, entity structure analysis, and quarterly financial statements, starting at $485 per month.

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