Financial Consulting
The go-to, trusted Financial Advocates
We sit in the center hub our clients financial world
We bring the breathe of our experience and industry knowledge to help you succeed
People get financial information from all corners, colleagues, parents, friends, business partners etc. A CPA tries to lower your taxes and income but a mortgage broker wants to have you show income to get approved for a house. Who is right? With many advisors giving information in silos, which options are right for YOU? With our financial consulting package, we truly sit in the center of your financial world and are able to make sure what you are doing is truly in alignment with what you want
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Bookkeeping Services Include:
- Monthly reconciliations and financial reports (P&L)
- Scorp guidance and salary tracking (We do not do payroll but will help get it set up correctly etc)
- Help prepare for quarterly/annual tax bills
- Creative tax strategies for monthly expenses
- Annual set of clean books ready for your CPA
- Access to our team for any questions that might come up throughout the year and responses back within 48 hours. (Deducting vacations etc)
- Access to our Private Facebook Group
- Software subscriptions to QuickBooks Online
Not quite ready to hire us full time but still want to set yourself up for success?
With our NW Premier Starter Package, we will implement our systems and standards and teach you our process on top notch bookkeeping. This package will set you up for success until you’re ready to have us on full time.
Our goal is to be a profit center for our clients. The average 1099 independent contractor that works with us gets a 10% raise just from our tax strategies alone. We pride ourselves in communication, bringing visibility to your business and finding missed opportunities
Your goals are important. Let us help you achieve your goals
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