Bookkeeping and Accounting
Our services include bookkeeping, cash flow, and financial review. We can set up your books on QuickBooks Online, record business’ daily transactions, improve your accounting systems, summarized and analyze your financial records (monthly, quarterly, and monthly), and help you to manage your finances. See Pricing page for type of bookkeeping services.
Tax services
Our tax services include:
- Individual
- Self-employed
- S Corporation
- Preparation of 1090 forms
- Tax planning
Financial Coaching
Based on our expertise as CPAs, financial planner, tax preparers, and bookkeepers, we can provide you with a comprehensive financial coaching experience. Financial coaching focuses more on ongoing behavior change, goal setting, and goal monitoring. Coaching areas include debt management and retirement planning.