Our Services
Running a business is complex, but you don’t have to do it alone. We guide you through the numbers, people, and processes, step by step and without overwhelm. Here’s how we can help:
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Accounting 101
New Company Accounting Setup
Cleanup of Existing Books
Software Integration & Training
Full-Cycle Accounting
Inventory Management
Sales Tax
Payroll & Payroll Tax Filings
Asset Management
Preparation for Income Tax Filing
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HR 101
Recruiting, hiring, and onboarding
Pay, benefits, and payroll support
HR compliance, policies, and documentation
Training, development, and workplace safety
Employee relations and performance support
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Business 101
Help with planning and strategy
Improve day‑to‑day operations
Monitor performance and key metrics
Resource planning and efficiency support
Financial planning to guide decisions
How to Get Started
Starting something new can be intimidating but we’ll guide you every step of the way. From our first conversation to getting everything set up, we keep it simple, clear, and manageable. Here’s a look at our process:
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Free 30‑minute consultation by phone
Talk about your business challenges and goals
See if we feel like a good fit to work together
In‑person or remote meetings, depending on your needs
Honest, pressure‑free discussion about what you want to improve
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Review your current systems and financial setup
Ask about what’s working — and what keeps you up at night
Create a customized action plan based on your goals
Plan can be simple or detailed depending on what you need
You review it and we adjust it with you before moving forward
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Sign the engagement letter to confirm services
Set you up in our systems
Introduce the team who will be working with you
Start executing the plan together with support and guidance