Financial Navigation Services

Personal financial coaching and assistance with budgeting, debt management, financial goal setting, cash flow management, and other personal financial matters

  • Financial Navigation Services
  • Financial TuneUps:
    • Retirement Goals & Progress TuneUp
    • Budgeting & Cash Flow TuneUp
    • Debt PayDown TuneUp
Bookkeeping and Accounting Services
  • Bookkeeping and Transaction Management
  • Small Business Bookkeeping – Monthly Service
  • Small Business Bookkeeping – Quarterly Service
  • Annual Book Clean-up, Review, and Reconciliation
  • Prepare Management Reports (for Internal Use)
QuickBooks Services: Certified QuickBooks ProAdvisor
  • QuickBooks Online Problem-Solving
  • QuickBooks Online Training
  • QuickBooks New Business Set-up
Tax Preparation Services*
  • Personal Federal Income Tax Return
  • Personal Amended Federal Income Tax Return
  • Personal State Income Tax Return
  • Business Federal Income Tax Return
  • Business State Income Tax Return

* In Association with The Flanders Group