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Modern Office

FINANCIAL DATA CHANGES YOUR FOCUS FROM REACTIVE TO

PROACTIVE

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About

OUR PURPOSE

Financial data should not be just for preparing tax returns.  We assist management teams in going from reactive to proactive by teaching them how to use their accounting software to it's fullest capabilities.

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Services

Our Services

Accounting/Write-Up

After the fact reporting: monthly, quarterly, semi-annually or at year end.  We believe comparative financials provides insight that helps management develop winning strategies.  Financials are not just for tax preparation.

CFO Services

Part time and interim CFO to oversee budgeting, cash flow and compliance.

Financial Coaching

True success for individuals, couples and small businesses will only come when they understand their beliefs and behaviors around money.  Financial coaching assists individuals in identifying and changing behaviors that directly impact financial freedom.

Bookkeeping

Full service bookkeeping or ala carte.  We assist owners and management teams with managing their receivables and payables, reconciling bank accounts or managing sub-contractor pay/or compliance.

Payroll

Full service payroll from

paychecks to tax filing, we have you covered.  Looking for a "pay as you go" worker's comp solution or time tracking?

Full suite of services available.

FREE direct deposit for

approved applications. Specializing in serving clients with 100 or fewer employees.

Tax Preparation

Affordable and reliable tax preparation for the individual and small business.  

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