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Personalized Services

You tell us what your business needs are and we connect you with one of our professionals who has the skillset and background to match it. Yes – it’s that easy.

Accounting and Payroll

Accounts Payable

Accounts Receivable

Credit Card Management

Bank Reconciliations

Basic Financial Statements

Expense Monitoring

Revenue Monitoring

Accounting & Payroll

Stretegic Finance and Contract CFO

contract CFO

Dynamic Budgeting & Forecasting

Customized Performance Dashboards

Development / Calculation of Objectives and Key Results (OKRs)

Product & Pricing Analysis

Full Funnel Customer Analytics

Calculation of Key Metrics

​M&A Transaction Support 

strategic finance & contract cfo

1099 and PPT Tax Preparation

1096 and 1099 Forms

  • Prompt and accessible for addressing any inquiries

  • Dispatching recipient copies via US Mail services

business personal Property Tax forms

  • Providing guidance and support throughout the acquisition of necessary information

  • draft for client review

  • Timely filing in accordance with the specific standards of the client's state

1099 & PPT Tax PrepAration

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integrated

marketing plan development

photo, graphic, and video content generation

merchandise planning

search engine optimization

website design and launch

 

marketing advising

*Service is being newly launched - outline it to client need(s)

marketing

(coming soon)

HR Management

HR Concierge Service

Legal and HR Compliance

Employment Practices

Employee Handbook

Employee Pay Practices

Recruiting and Talent Acquisition

HR Management & ADA compliance

Consulting and Executive Coaching

strategic business consulting

strategic business consulting

  • purpose, Strategy and culture establishment

  • strategy development

  • leadership development

  • business operations

coaching services

  • non-profit

  • corporate

  • team

  • one-on-one

  • executive

  • strength-based

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featured Hourly Services

Functionality You Will Love

HR Concierge Service

If you have a question or concern you need answered, we have HR associates who are available to give their professional opinion and help you gain the confidence to address your important HR matter. 

Contract CFO

Focusing on strategic finance and financial planning, our contract CFO is available to offer their expertise at an hourly rate. Based on the client’s needs, this could range from dynamic budgeting and forecasting to calculation of OKRs and key metrics. Our full list of offerings is available on our personalized services page on our website. 

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