Who We Are...
We help technology minded small businesses, entrepreneurs and non-profits take back their lives and enjoy running their businesses. We focus on the tax planning, accounting, payroll, financial and cloud software integration aspects of your business so that your time is better spent building your business or doing the things you want to do. Using the latest cloud computing and mobile app technology coupled with efficient processes and procedures, we provide you with the small business intelligence you need to run your business.
What We Do...
We help the small businesses, entrepreneurs, and non-profit executives that repeatedly lie awake at night with their stomachs in a knot, sacraficing their family, friends, fun and entertainment worrying with the financial risks associated with operating a growing business.
How We Work...
Our main goal is to help our clients have a fulfilling life where they know that their contributions helped others and their life has a purpose.
Clients and staff all work remotely and paperless. Collaboration is done in secure online environments similar to online banking. We are a high-tech virtual firm, that builds personal relationships with our clients through interaction via virtual meetings, in-person workshops, tax, financial and small business coaching events and even the occasional meeting at the coffee shop.
We love what we do!
Proactive Tax Planning & Compliance
Uncover tax saving opportunities throughout the year instead of scurrying to get your tax information processed at tax time. Partnering with our firm will allow small business owners and individuals year round access to information and expertise to make sound business and tax decisions.
Online Payroll Processing
For small businesses that have employees and independent contractors, managing payroll can be a time consuming task. Outsourcing the payroll function to our firm will ensure that your employees are paid on time, and your tax payments are correct and filed timely. Watch our payroll service in action, click the demo below
Small Business Intelligence
Like a spy needs to know everything about their target, you need to know everything about your business. We will "mine" your small businesses information and provide you with relevant data to make operational decisions so that you can stay ahead of your competition.
Cloud App Integration
Take back your time with cloud apps. Small business owners many times need additional applications to ensure that each part of their business is working together. We want to assist you in taking action. With our Cloud App Integration services, we analyze the areas of your business that need to be connected and then find the right "app" and get them working in concert.
Cloud Accounting Support
Save time focusing on doing what you do best by outsourcing your accounting duties to us. We can take away the hassle of performing the "administrative” duties so that you can bring in more revenue. Cloud accounting and bookkeeping is done in real-time allowing you to know where you stand at all times.
Not-for-profit organizations like yours are a huge asset to your community. But you’re probably not an accountant. Wouldn’t it be great if you could focus more on doing good and less on doing the books? We’re here to help by partnering with us.
Our non-profit accounting solutions are for people who aren’t accountants – people like you. The user-friendly design and intuitive interface turn the nightmare of doing the books into an easy task.
With our accounting solutions, all your data is online. So when different people in your organization need to check the books, they can do so from anywhere, anytime. You’ll never have to send information between one another again.
Our accounting solutions allow us to offer a range of services for not-for-profits. If you just want to make sure your taxes are filed correctly at the end of each year, we can help you out. If you want a virtual CFO for your organization, giving you financial advice to help raise more money and make the most of the money you have, we can help you with that too.
Casualty/Theft/Loss Recovery Services
Bad things can (and do) happen to good people many times out of no fault of their own. When bad things do happen, it is always good to have a contingency plan in place. We will backup and secure all of your necessary information so that in the event of a casualty/theft/loss occurrence, your small business will be back up and running in no time.