We want you to get the independence you deserve
You don’t have to do everything yourself
We understand the importance and hardship of focusing on every aspect of your business, all while taking care of your personal and family needs.
A modern approach
It’s essential for us that our clients get personalized plans tailored to their standard of living. Rather than do things the typical way, we’ve created a system designed around our client’s needs.
Our services
Virtual Admin
We remove the burden and minimize the cost of running an office for your small business. Our plans will be specifically tailored to your custom needs. We can complete/track work orders, invoice customers, assist in vendor/customer onboarding, complete online vendor payments - including direct deposit payroll and many other specialized bookkeeping needs.
Business Start-Up
We offer our new small business clients a substantial variety of services. We can assist with non-tax legal filing, logo design, brochure and business card creation, and various financial spreadsheet templates. We can also advise on which point-of- sale-system(s) or bookkeeping software will work best for your particular business.
Personal Budgets
This 30 minute consultation opens the financial eyes of soon-to-be young adults. They will leave this meeting understanding the importance of tracking their spending and creating a savings plan.