How It Works

You can only manage what you can measure

Getting the American dream off the ground means getting off on the right foot. Businesses who have just started out or perhaps have only been operating for 5 years or less have a clear vision, but not the resources or financial know-how on how to achieve the goal. These businesses have 5 or less employees and typically less than $1 million in sales. Our Silver Services plan ensures that these clients not only find the right path to take but also assists them on maintaining the trajectory and staying on that road. Our real-time bookkeeping services enable you to know your exact cash position at any time. Through support and training by our certified Quickbooks pro advisors your books will be set up correctly so that you and your staff know how to properly maintain your financial information. Tax planning will assist in reducing your tax liability before it’s too late.

Real Time Bookkeeping

Services Provided

  • Year end tax returns, corporate and personal
  • Phone advice
  • Annual tax planning
  • Bookkeeping and accounting

Who It’s For

How to identify if this program is a good fit for your business.

  • You find you have fallen behind on some bills
  • You are not sure how you will be able to cover some hard costs
  • You haven’t determined yet how you will be able to take home a salary
  • You believe you are paying too much in taxes
  • You want to hire a staff, but you’re unsure how you will be able to afford it

Contact Us If This Is You

Testimonials

Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further.

JAMES BROWN

“Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further”

JOSE DANIELS