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Tax planning and traditional accounting services combined with the power of Profit First.

Designed for service based businesses and their owners, all with your financial success as the #1 priority.

businesses we serve

architects, engineers, health & wellness, and business support services

Tax planning with a focus on your profits provides a clear financial picture that allows you to:

  • Lower your tax liability and be ready for tax day
  • Worry less – know how profitable your business really is
  • Understand your business’ financial health
  • Be in control of your cash
  • Accelerate your personal financial legacy

Here are the reliable, professional services you can rely on:

Tax Services

Ensuring you pay the least amount of tax possible and you are ready for tax day is our goal

Services include:

  • Tax planning    
  • Tax consulting and assistance
  • Tax preparation
  • Reasonable Salary Calculation
  • Plus much more!!!

Accounting /Bookkeeping Services

You are good at your business so keep your focus there. We will handle the nerdy financial stuff for you

Services include:

  • Reconciling, AP, AR
  • Assemble and prepare management reports
  • Periodic financial reviews with you
  •  Train staff and provide coaching
  • And everything in between

Payroll Services

Paying your employees is critical but can be time consuming and stressful. Let us take on the pain of payroll so you can enjoy growing your business.

Services include:

  • Process payroll for you
  • Prepare and file all payroll reports
  • Prepare yearly W2s
  • Train staff and provide coaching
  • And so much more!

Profit First Focused CFO Support

It’s true what they say, Cash is King in business!!!

Combining our Profit First Focused CFO services with our other services, will unlock the power of your business. You will take control of your cash and you will understand your business in a whole new way. You will begin to enjoy the profits you are working so hard to create.

CHOOSE HOW YOU WORK WITH US

The Foundation Package

Your business will be introduced to the concepts of Profit First and will receive a Profit First assessment. All other services will be billed at hourly rates.

The Framework Package

For businesses that need assistance with taxes, payroll, and accounting. Plus, they want support with Profit First implementation and ongoing strategy.

The Freedom Package

You focus on your business and we focus on all your financial needs, including more regular support with Profit First implementation and strategy.

What to Expect Next

  • Step One: Discovery Call/Financial Health Checkup

    Understanding your current situation, frustrations, and pain points is the key to unlocking your business's potential. Schedule your free call today.

  • Step 2: Identify Right Fit

    Your needs determine what service package will be tailored for your; ensuring you are receiving unbeatable value and dependable results.

  • Step Three: Onboarding

    Outline the objectives and key results you want to achieve with your investment. Schedule your tactical planning call with our team.

  • Step Four: Execute your Customized Financial Strategy

    Execute your Customized Financial Strategy Using our 4-Step Method to Achieving Permanent Profitability

Discovery Call/Financial Health

Understanding your current situation, frustrations, and pain points is the key to unlocking your business’s potential. Schedule your free call today.

(208) 516-1236

Are you ready to put your profit first and reduce your financial worries?

Contact us today to schedule your FREE discovery call.

This will be the smartest choice you'll ever make!!!!

Book Your Call Today
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