Services

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