Since every customer is unique, services are flexible based on your needs, from short-term projects to an ongoing business relationship. Call us to see how we can help you grow your business to the next level…and beyond!

BUSINESS PLANNING

• Business plans are a critical component of your business.  Many people consider them only necessary to raise funding or get a loan, but more importantly, a business plan is your framework to success.  It sets your goals and lays out the roadmap of tasks to accomplish and milestones to reach in order to achieve your goals.
• We can work with you on your existing plan, or work closely with you to prepare a plan that both meets your needs and is easy for you to comprehend and follow.

FINANCE AND ACCOUNTING

• Organizing your financial information so you can make smart business decisions and know where you stand!
• Setting up or converting your accounting to Quickbooks software.
• Quickbooks training
• Implementing payroll systems, including payroll filings.
• Providing weekly or monthly accounting services, including posting of receivables and payables, handling bill payments, and reconciling bank and credit card statements.
• Completing monthly financial statements and reviewing them with you, including income statement, balance sheet, and cash flows.
• Developing year-end financial statements, and work with your CPA to help make filing your tax returns as painless as possible.
• Maintaining your financial records as required by federal law.

OPERATIONS AND MANAGEMENT

Evaluating your company's current systems and procedures, and make recommendations on adjustments to existing processes as well as recommending new ones.  The goal is greater simplification and increased efficiency—less time, less steps.  Some examples include:

• Operations manuals
• Process analysis and workflows
• Organizational structure and org chart
• Inventory management and organization
• Order processing
• Cost controls and reductions

MARKETING

• Product offering review and recommendations—existing vs. new
• Pricing structure
• Competitive analysis
• Creating marketing presentations

HUMAN RESOURCES

• Development of HR policies and procedures,
• Create customized employee manuals, tailored to your specific business needs
• Recruiting, interviewing and hiring practices and procedures
• Job descriptions and performance
• Employee reviews and feedback
• Sexual harassment training
• Benefits administration, employee leasing, and paperwork compliance

BUSINESS ESTABLISHMENT AND COMPLIANCE

We will walk you through the process of establishing your new business, or making sure your current one is in compliance with local, federal, and state regulations, as well as helping you to protect you and your assets

• Business licenses, Federal Tax ID numbers, Resale Permits
• DBAs and corporate filings
• Business insurance
• Proper recordkeeping and documentation