CFO Services As a trusted advisor we provide you with the tools and resources to optimize your business. The Problem Small to medium-sized businesses always struggle with the idea of growth. They want to grow, but don’t have the means or background to do so. This leads to a stagnate company. How We Help Through our knowledge, success rate and efficiency, we work with you to develop the best plan of action to effectively grow your business. Whether that means opening up new locations, or growing your online presence, we are here to help you make your business a success. Our Solution Optimize the potential of your…

Purpose Our purpose is to help you live the life you want without the fear of running out of money. Our process helps you identify what you need to do to ensure you never run out of money. You find out 1) your attainable retirement age, 2) your attainable lifestyle income and 3) your required rate of return. You also discover the probability of attaining full income from your sources, and the possibility that your assets will be depleted. Our Process Chat: The chat should only take about 30 min and the purpose is to get to know what motivates you and for me to…

Bookkeeping We provide general bookkeeping and preparation of monthly financial reports and reviews. The Problem Small and medium sized businesses are challenged by accounting process that require too many manual steps, take too much of valuable time and produce too much paper work. This leads to lack of accurate and timely financial reports. How We Help We take care of record keeping and provide timely and accurate reporting so that you know where you stand financially and can spend more time working on your business. We will help you save time and money. Our Solution Using our cloud based accounting system you can login online to access…