Business Advisor

Track all expenses, income then reconciling all accounts

Recording HUD statements

Tax software implementation

Custom P&L, Accurate NOI, Balance Sheet

Create Amortization Loan Schedule & Manage Escrow Accounts

Job and Project Costing

Class Tracking

Accounts Payable

Cashflow Adviser (Comparing budgets to actuals, forecasting )

Track Property Management Fees and Income

Accounts Receivable

Process and Manage Payroll

Multiple Entity Account Manager

Business Advisor

Preparation

Available
Available
Available
Available
Available
Available
Available
Available
Available

Business Strategist

Strategy

Available
Available
Available
Available
Available

Business Growth

Scalability

Business Advisor

Preparation

Less than $150k in monthly expenses

Starting at $500 per month

Between $150k-$300k in monthly expenses

Starting at $750 per month

Services/ Scope of work Features

Accrual-basis Bookkeeping

tick

Reconciling all banks, credit cards, and Loans

tick

Dedicated Accounting Manage

tick

P&L, balance sheet, and cash flow statement

tick

Monthly Call with Accounting Manager

Unavailable

Annual income tax filing (LLC, partnerships, S corps, C corps)

Available

Business Funding Advisory

Available ($10k-50K in funding)

Credit Repair 2.0

Available

Business Strategist

Strategy

Less than $150k in monthly expenses

Starting at $850 per month

Between $150k-$300k in monthly expenses

Starting at $1200 per month

Services/ Scope of work Features

Accrual-basis Bookkeeping

tick

Reconciling all banks, credit cards, and Loans

tick

Dedicated Accounting Manage

tick

P&L, balance sheet, and cash flow statement

tick

Monthly Call with Accounting Manager

tick

Annual income tax filing (LLC, partnerships, S corps, C corps)

tick

Business Funding Advisory

Available ($10k-100K in funding)

Credit Repair 2.0

tick

Business Growth Consultant

Scalability

Less than $150k in monthly expenses

Contract US

Between $150k-$300k in monthly expenses

Contract US

Services/ Scope of work Features

Accrual-basis Bookkeeping

tick

Reconciling all banks, credit cards, and Loans

tick

Dedicated Accounting Manage

tick

P&L, balance sheet, and cash flow statement

tick

Monthly Call with Accounting Manager

tick

Annual income tax filing (LLC, partnerships, S corps, C corps)

tick

Business Funding Advisory

Minimum of $50K in funding

Credit Repair 2.0

tick

Outsource Critical Tasks With Add-ons

QBO Deep Cleanup

We fix your financial disaster, turning disorganized data into actionable insights.Transform your messy books into a powerful tool for your business success.

A/R specialist

It is essential to have clear payment terms and policies in place. A/R workflows give you a way to clean up books and boost cashflow.

A/P specialist

Aligns all your AP touchpoints starting from vendor bills through to bank statements. Payments that make sense to everyone.

Business Funding

Secure the capital you need for your next business or real estate project. Our specialists connect you with a strategic network of trusted lenders, offering hard money, private money, and business loans.

Business Credit Stacking

Unlock business credit secrets with our Credit Card Stacking Coaching—a step-by-step guide to accessing substantial funding through strategic credit card management to maximize your funding and drive business success.

Outsource Critical Tasks

Our tax strategy and filing service optimizes your tax savings through tailored planning, including 1031 exchanges and asset depreciation. We ensure compliance, maximize deductions, and provide expert support to streamline your tax processes.