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

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