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Specialties
We specialize in small business financial management and business development. Our services also include bookkeeping and those specific to contractors.
Financial Management Services
— Prepare P&L and Cash Flow Budget
— Prepare Cash Flow Forecast
— Prepare Profit Analysis
— Prepare Sales Break Even Analysis
Business Development Services
— Develop vision, mission, core values
— Setup procedures & processes
— Analyze revenue & profit centers
Bookkeeping Services
— Bank Statement Reconciliation
— Prepare and process payroll
— Accounts Receivable & Payable
— Chart of Accounts Setup and Review
— Tax Preparation
Contractor Specific Services
— Prepare job costing & analysis reports
— Prepare job costing payroll
— Integrate QuickBooks with third party software
— Analysis on service rates & billings
— Customized Contractor forms
— Prepare contract and T&M Billings
— Prepare waivers & releases
— Prepare Insurance Audit Information
Our purpose is to bring financial and business clarity to organizations so they can grow & develop. We love working with people that are passionate, hard working, motivated and believe in their product and/or service.
We are a certified QuickBooks Pro-Advisors and experts in Microsoft Excel. We use these tools and others to provide clear and useful reporting and analysis for our clients.
We would love the opportunity to meet with you!
History
Established in 2011.
We have been serving contractors, subcontractors, retailers and others since 2011. Our reputation is most important to us and is shown in our testimonials and client references.
Meet the Business Owner
Tobias P.
Business Owner
Tobias has experience in this field since 2004 working for various companies as their financial manager, financial analyst and progressing into a controller position. He studied and received his bachelor’s degree in business finance and has continued to educate himself to be the very best for his clients.