Services and Fee Structure

We offer all the services you need as a small business owner to save you time and money with peace of mind.


Services and Fee Schedule:
We work with each client to ensure you have access to education and information that you need to run your business that is within your budget and customized to your individual situation. We believe that every client, regardless of size or revenue, should have equal access to a trusted advisor to guide you in your financial journey towards success!
Services and Fee Schedule.pdf
Adobe Acrobat Document 331.5 KB

Let us help you succeed with planning, education,

and continuous communication!

Accounting, Bookkeeping and Write-Up Services

Tax Planning, Preparation and Audit Representation

QuickBooks Training, File-Set Up, Check-Ups and Help

Payroll and Workers' Compensation

Business Set Up and Dissolution Services


We also work with a team of professionals to provide you a trusted referral source in a variety of areas including Legal Services, Insurance, Investments and Retirement Planning, Banking, Credit Repair and more!  Ask us today if you need a referral!