New Business Consulting

We love learning about your business while sharing our financial expertise to help you meet your business goals. 

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How we deliver results

  • Identify the needs of your company
  • Create a custom plan tailored for your business
  •  Deliver results within plan and on time
  •  All at a FIXED cost!!
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“Jim and Rebecca have been a lifesaver in helping us to keep on top of our bookkeeping and for helping us tame our unwieldy desktop quickbooks file as we transitioned to QBO.”

S. Eyestone  • Eyestone Law Offices

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New Business Consulting Features

  • Accounting software selection, installation, customization, and training
  • Monthly, quarterly or annual bookkeeping services for service-based businesses, including reconciliations, accounts payable and accounts receivable support
  • Financial report preparation, including assistance in understanding your reports
  • Chart of Accounts design for better expense management
  • Cash flow forecasting
  • Mobile accounting functionality
  • Sales tax reporting and compliance
  • Payroll software selection, reporting, tax compliance, workers compensation, and other payroll management issues
  • Assistance with employee versus contractor issues
  • P & L and balance sheet prep

Our Passion for Service

We enjoy working with a wide variety of service industry businesses, and providing solutions to their unique challenges and situations.

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