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Owning a small business and running all of the compliant and legal financials and projections can be daunting! This is where I found myself two years ago when I first met Sarah. Within the first 4 months of working together, she completely turned around my financial health, created a plan with longevity, and immediately freed up hours of my time per week! 

 

– Dr. Beth, Turning Point Chiropractic

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COMPREHENSIVE FINANCIAL SOLUTIONS

To Simplify Your Financial Life

Letting you focus your time and attention on growing your business.

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Bookkeeping

We provide monthly bookkeeping services which give you the insight you need to track the financial health and growth of your business.  Our regular meetings will give you clarity on your income and expenses so that we can set and track your personalized goals to intentionally grow your business. 

Here are the bookkeeping services we offer: 

  • Monthly Bookkeeping 

  • Accounts Payable

  • Accounts Receivable

  • Bookkeeping Catch Up or Clean Up


If you’re ready to take control of your business growth and have confidence in your finances, let’s chat and customize your bookkeeping plan!

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Sales Tax Filing

We file sales tax returns on your behalf giving you the confidence and peace of mind knowing that your sales tax returns are filed properly and on time, avoiding any late fees or penalties.  Whether you are on an annual, quarterly or monthly filing frequency, we have the experience and expertise to file your sales tax returns on time.  

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Payroll

Payroll doesn’t need to be a complicated, cumbersome task on your to-do list. We will manage and process your payroll for you, providing you peace of mind that your employees and/or contractors are being paid on time so you focus your time and attention on growing your business. 

Here are the payroll services we offer: 

  • Set up and management of your company payroll system 

  • Process weekly, bi-weekly, semi-monthly or monthly payroll for company employees 

  • Process and manage employee benefits and/or reimbursements

  • Pay contractors on your company pay schedule or on an as needed basis

  • Process and manage year-end tax forms (i.e. 1099s, W-2s, etc) for your company

 

If you’re ready to focus your time and energy on growing your business, then it’s time to let go of payroll. Let us help you start doing more of the things you love!

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Personal Finance Coaching

We offer personal finance coaching for business owners and individuals who feel a disconnect in their financial life. We will help you envision what financial success means for you, set personalized goals, create an accountability plan and dig into our vast referral network to connect you with additional resources as needed.

LET'S GET STARTED!

Take control of your finances so that you are intentionally and strategically investing in the growth and success of your business and personal financial life.

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