Class tracking (to track profitability by department or product/service)
Location tracking (to track profitability by location)
Other customized services based on your business’ needs
Quickbooks Online Setup and training
Historical Clean Up
We will work with you to get your books cleaned up, caught up, and ready to file so you can avoid overpaying in taxes.
Personal Finance / Budgeting
Personalized Financial Plan
We will work with you to determine your dream financial goals in order to create and implement a personalized system for your finances to achieve more abundance.
Accountability
We will track progress and make adjustments when necessary for continued movement to your dream financial destination through 1 on 1 guidance.
Daily Money Management
Take stress off your shoulders and free up time by utilizing our daily money management services
Daily Money Management Services Include:
Bill paying service management
Expense & budget tracking
Checkbook balancing
Savings goal management
Tax organization
Banking services
Professional services coordination
Let's get you to your dream financial destination!