



Consulting & Coaching
Sometimes clients need services beyond tax preparation, planning, and bookkeeping; this is where our consulting and coaching services come into play. We also provide business analysis services to help advise growing businesses. Whether you need additional administrative services to help your business be more effective or established or looking for financial advice to get your personal finances in order, we are here to help.
If you need help with something we do not offer, we work with other professionals and are happy to refer you to a service provider who can better assist you.
Services offered:
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Money management/business budget creation
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Money management/individual budget creation
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Business advisory
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IRS or state tax notice responses

Our philosophy
Our clients are the main reason we are in business, and we want to create lasting relationships with them. We are proud of the high quality and personal service we offer, which is why we have an excellent client retention rate, and most of our new clients are referrals from existing clients. As a thank you to clients who offer referrals, we send them a gift card of their choice or donate to a charity on their behalf. We also offer a small discount for clients who leave us reviews, but the best compliment is a referral to a family member, friend, or colleague.