Connecting Small Business Owners with Expert Accounting Support

Get the Confidence and Tools You Need to Manage Your Small Business Like a Pro

Why Choose Our Small Business Program?

Running a small business can be overwhelming, especially when it comes to managing your finances. That’s why we created our Small Business Program – to give you the tools, knowledge, and support you need to succeed.

Benefits at a glance:

  • Affordable financial guidance tailored to small businesses.

  • QuickBooks setup or review (optional).

  • Monthly live Q&A sessions with experts.

  • Stay organized with deadline reminders and checklists.

  • Build your network with trusted advisors.

How it Works

  1. Fill out our form to tell us about your business.

  2. Review your customized proposal with program details and optional services.

  3. Approve the proposal to get started.

  4. Receive your welcome email with tools, resources, and Zoom meeting invites.

What’s Included

  • Included

    • Monthly Zoom Q&A sessions

    • Deadline reminders and checklists

    • Networking opportunities with experts

  • Included

    • One time $250 fee

    • Video review of your file with key takeaways and tips to fix your books

    • Make sure your books have a strong foundation

  • Included

    • One time $1,000 fee

    • Customized setup for your industry

    • Link and download year-to-date bank and credit card transactions

    • Input bank beginning balances

    • Tutorials and manuals to help you code and reconcile your books

    • Get set up right!

Ready to Join?

Take the first step toward simplifying your business finances. Fill out our form, and we’ll send you a customized proposal.