Value Added Services
OUR SERVICES
Value Added Services
QuickBooks/Xero Setup & integration
- Setting up QuickBooks, Xero, or Wave accounting software.
- Automating invoicing, expense tracking, and reporting.
- Providing software training and troubleshooting support.
Virtual CFO Services
- Acting as a part-time CFO for financial decision-making.
- Preparing financial forecasts and cash flow projections.
- Helping businesses scale profitably and manage risks.
Business Entity Formation & Compliance
Assisting with LLC, S-Corp, or C-Corp registration
Filing necessary state & federal compliance forms.
Advising on the best tax structure for long-term savings.
Loan & Grant Application Assistance
Preparing financial statements for SBA loans & grants.
Supporting business owners in securing funding.
Ensuring compliance with grant reporting requirements.
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Get Started Today
Ready to take your business to the next level? Contact us today to learn more about services and how we can help you achieve financial sucess.