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Services

Enjoy your business more. Take advantage of our services.

We love the energy and creativity public personalities bring to everything they do, and we’re here to match it.
We take care of your daily transactions, taxes, business planning, and more so your big ideas generate the success they deserve.

No matter what stage of the game you are at, we can help.

Accounting

  • Full Charge Bookkeeping
  • Payroll Management
  • Document Retention
  • ​Treasury Services
  • Conversion from Quickbooks to Xero
  • Control Group Harmonization

Tax Services

  • Income Tax Returns
  • Sales Tax Returns
  • Serial Entrepreneurs
  • Communicating with Tax Agencies
  • Tax Audits

Advisory & Management Services

  • Strategic Planning
  • Start-ups & Wind-downs
  • M&A Consulting and Negotiations
  • Risk Assessment
  • Corporate Compliance
  • ​Registered Agent Services
  • Executive & Advisory Board Participation

SWOT & Positioning Statements

Call it a hobby or mental exercise, but we love to play with SWOT Analysis and Positioning Statements. Both are essential for business planning. Sadly, most entrepreneurs rely on gut feeling and anecdotal evidence. Our hobby thus becomes a launching point for valuable strategic thinking. The results are always passionate discussions and better decisions.

And a Few
Gems..

An important part of our service is communicating on your behalf with attorneys and tax preparers. We discuss audits, tax strategy, contractual obligations, and potential risks. We secure your business documents from unnecessary dissemination, reducing risks of ID theft, unwanted disclosure, and internal conflicts. And, we continuously strive to make you look professional at every step of the way.