Managing Member
CurrentWe provide you, the small business owner, with systems and services that handle the accounting and compliance tasks that are always at the bottom of your to-do list, allowing you to focus more on the parts of your business you love. Our accounting system covers 4 levels of need in your business. In Level 1, we get you organized and keep you out of the ditches - we get your records in order, get you compliant, and help you stop nasty surprises caused by things like payroll and sales tax notices. In level 2, we take over some of your core accounting functions, creating free time for you. In Level 3, we focus on exploring, teaching, and guiding you about the key financial metrics in your business. By the time we reach Level 4, we have become your virtual CFO and are working with you to optimize and improve key areas of your business, including defining and tracking your KPIs, setting and tracking annual budgets, and even helping you set compensation plans for your employees.