Comprehensive Financial Solutions

01.

QuickBooks Setup / cleanup

Get your business organized with our QuickBooks Setup service, designed to simplify your financial management. We’ll guide you through initial setup, customization, and training, ensuring you feel confident using the software.

Initial Setup Assistance
Custom Chart of Accounts
User Training Sessions
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02.

Tax Services

Our Tax Services cover everything from individual tax returns to corporate filings. We aim to maximize your refunds and minimize your liabilities, handling all tax complexities with utmost care and expertise.

Personal Tax Preparation
Business Tax Returns
Tax Planning Strategies
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03.

Coaching

Our Coaching services empower you to develop a deeper understanding of your finances. We offer personalized sessions to enhance your financial literacy, making you more confident in your decision-making.

Financial Literacy Workshops
One-on-One Coaching Sessions
Budgeting Techniques Training
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04.

Grant Services

Navigating the complexities of grant funding can be challenging. Our Grant Services assist nonprofits with comprehensive financial documentation support, ensuring all your financials align with grant requirements.

Financial Statement Preparation
Compliance Reviews
Grant Management Consulting
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Let’s Get Started

Take the First Step Towards Financial Clarity

Free Consultation? 860-612-8455

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