Monthly Accounting, Bookkeeping & Financial Management Services for Small Business Owners

"We take a holistic approach to your finances so your business works for YOU!"

-Meagan Hernandez, Founder

Here's how we can help!
All of our services are crafted specifically to exceed our clients' needs and expectations.
ACCOUNTING & BOOKKEEPING
Our Monthly Accounting & Bookkeeping services allow you to achieve Max Tax Savings, Compliance Assurance, a Plan for Financial Growth and Success, and a Team That Cares About Our Clients' Happiness
Financial Management
Our full service Financial Management takes you by the hand to become a trusted partner. Our holistic approach reveals your dreams, helping us guide your business activities to match your ideal lifestyle.
If you'd like to learn more about our services, just click the button below to fill out the form on the next page and we'll be in touch!
>>>> Are you a phone call kind of person? Feel free to call us at 843-829-0043 <<<<

ACCOUNTING, BOOKKEEPING & FINANCIAL MANAGEMENT

ACCOUNTING

Explaining Financial Statements, Creating & Maintaining a Business Budget, Advising Client on Financial Analysis, Projections, Goal Setting, Job Costing, Increasing Revenue/Decreasing Expenses and ROI.

BOOKKEEPING

Categorizing all Business Transactions weekly for MAX tax savings, Performing Monthly Bank & Account Reconciliations for accuracy and Preparing Monthly Financial Statements for Client to clearly see the Health of their Business.

FINANCIAL MANAGEMENT

This is equivalent to having a CFO and Financial Analysis in your pocket. Our Financial Management incorporates all of the specific services your business needs at the level that is needed. We focus on YOU, the Owner, helping you plan our your ideal future and then crafting your business to help you achieve your dreams.

Other Financial Services

Accounts Receivable, (Invoicing, Tracking Payments, Collections efforts), Accounts Payable, (Entering & Paying Bills, Monitoring Due Dates, Cash Flow Management, Vendor Relations), Payroll processing & monitoring of Payroll Tax filing & payments.
If you'd like to learn more about our services, just click the button below to fill out the form on the next page and we'll be in touch!
>>>> Are you a phone call kind of person? Feel free to call us at 843-829-0043 <<<<

ABOUT OUR TAX SERVICES

Quarterly & ANNUAL Tax SERVICES

We offer fully comprehensive, year-round Tax Management. We calculate your quarterly estimated income taxes throughout the year for you to file and plan ahead for your Cash Flow. We also offer annual income tax filing for our clients. This includes 1040, Schedule C, 1065, 1120, 1120S.

*Advanced tax planning*

Introducing our new service of Tax Planning. We work with high income earners to create a tax plan fit for your lifestyle and needs. The work we do in strategic advanced tax planning can save high income earners several tens of thousands of dollars each year.
If you'd like to learn more about our services, just click the button below to fill out the form on the next page and we'll be in touch!
>>>> Are you a phone call kind of person? Feel free to call us at 843-829-0043 <<<<

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