What We Offer


COURSES


QuickBooks Online Video Training Series

Watch step-by-step instructions to learn how to maneuver through the online accounting program.


DOCUMENTS


Custom Chart of Accounts

Set up your bookkeeping file with an industry-specific list of accounts (as used by a licensed accountant).

DeMinimis Safe Harbor Plan

Cut down on your bookkeeping tasks by deducting certain transactions on your tax return automatically without having to depreciate them over several years.

Accountable

Reimbursement

Plan

As a business owner, you need to have policies and procedures in place to reimburse your employees when they use personal funds for business expenses or a personal vehicle for business errands.


GROUP MENTORING


Group Mentoring Sessions

Chat with an expert rather than the search engines.  In our monthly sessions, we’ll touch on bookkeeping, tax deductions, corporate compliance, and much more.


TOOLS


Small Business

Knowledge Base

Access a private portal of articles for guidance on tax issues, QBO, and general small business advice. All in one place.


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