Our Services

Full Service Bookkeeping

A Full Service Bookkeeper plays a vital role in maintaining the financial records of a business, ensuring accuracy, compliance, and efficiency in financial reporting. This service goes beyond basic bookkeeping to provide a comprehensive financial management solution.

1. General Bookkeeping

2. Accounts Receivable and Payable Management

3. Payroll Processing

4. Financial Reporting

5. Tax Preparation and Coordination

6. Budgeting and Forecasting

7. Internal Controls and Fraud Prevention

8. Technology Integration

Benefits of Hiring a Full Service Bookkeeper

Ideal Clients

A Full Service Bookkeeper can cater to small and medium-sized businesses across various industries, non-profit organizations, and entrepreneurs seeking comprehensive financial management.

Tax Prep

Tax Planning & Preparation is a critical financial service that helps individuals and businesses optimize their tax position and comply with legal requirements. 

1. Tax Preparation

3. Audit and Compliance Support

4. Technology Integration

5. Education and Consultation

Benefits of Tax Planning & Preparation Services

Ideal Clients

Tax Planning & Preparation services cater to individuals, families, businesses of all sizes, non-profit organizations, expatriates, and anyone with complex or unique tax situations.

Mobile Notary Service

A Mobile Notary Service offers notarization services at a location convenient to the client, whether at their home, office, or other preferred location. This service adds a layer of flexibility and accessibility to the traditional notary function. 

1. Traveling Notary Services

2. Notarization of Various Documents

3. Identity Verification

4. Witnessing and Oath Administration

5. Loan Signing Services (if applicable)

6. Document Delivery and Shipping

Benefits of Hiring a Mobile Notary Service

Ideal Clients

Mobile Notary Services can cater to individuals, businesses, legal professionals, real estate agents, medical facilities, and anyone requiring notarization services at a convenient location.

Answering Service

An answering service is a business service that provides a dedicated team to handle incoming calls, messages, and inquiries on behalf of another company or professional. This service plays a crucial role in maintaining constant communication with clients, even during off-hours or peak times. 

1. Live Call Answering

2. Call Screening and Routing

3. Message Taking and Forwarding

4. Appointment Scheduling

5. Customer Service Support

6. Emergency and Critical Response

Benefits of Hiring an Answering Service

Ideal Clients

An answering service is suitable for businesses of all sizes, including medical practices, legal firms, e-commerce companies, real estate agencies, and any organization that requires consistent phone support.

Virtual Assistants

A virtual assistant (VA) is a professional who provides administrative, technical, or creative support to businesses, entrepreneurs, or busy individuals from a remote location. 

1. Administrative Support

2. Customer Service Support

3. Content and Social Media Management

6. Personal Assistance

Benefits of Hiring a Virtual Assistant

Ideal Clients

Virtual assistants can support entrepreneurs, small business owners, executives, busy professionals, and anyone else in need of remote assistance.

Financial Coaching

A financial coach provides guidance, support, and education to individuals or businesses looking to improve their financial health and achieve specific financial goals. 

1. Personal Financial Analysis

2. Budgeting and Cash Flow Management

3. Investment and Retirement Planning

4. Insurance and Risk Management

5. Education and Support

6. Business Financial Coaching (if applicable)

Benefits of Hiring a Financial Coach

Ideal Clients

Financial coaching is suitable for individuals, families, and businesses at various stages of financial health, including those looking to get out of debt, save for specific goals, plan for retirement, or grow a business.