What Services We Offer

Concierge Services For Business Owners

Standard Services

Monthly Bookkeeping

Monthly bookkeeping services involve maintaining accurate and up-to-date financial records for a business on a regular basis to track income, expenses, and overall financial health.

Catch-Up & Clean-Up

Catch Up and Clean Up services for involve bringing a company's financial records up to date and ensuring they are accurate and organized.

Receipt Management

Receipt management for involves organizing and storing receipts in a systematic manner to accurately track and record business expenses.

1099 Filing

1099 filing services help businesses accurately and efficiently report payments made to independent contractors and vendors to the IRS.

Accounts Receivable

Accounts receivable services involve managing and tracking the money owed to you by its customers.

Payroll

Payroll services for a involve managing employee wages, taxes, and benefits on behalf of the company's clients.

Diagnostic Review

We offer a comprehensive diagnostic review of your financial records to identify any discrepancies or errors.

Quickbooks

We offer personalized Quickbooks Online Training sessions to help our clients effectively manage their finances and streamline their accounting processes.

1:1 Coaching

Bookkeeping advisory services and 1:1 coaching can help small business owners gain a better understanding of their financials and make informed decisions to improve their bottom line.

Accounts Payable

Accounts payable services are available to help businesses manage and process their outstanding invoices and payments.

Sales Tax Filing

Sales tax filing services help businesses accurately calculate, report, and remit sales tax to the appropriate tax authorities.

Onsite Reviews

An on-site review of your books involves a thorough examination of your financial records and accounting practices conducted at your place of business.

For Customers Wanting Rapid Growth

Our Platinum Package

Monthly Bookkeeping

Monthly bookkeeping services involve maintaining accurate and up-to-date financial records for a business on a regular basis to track income, expenses, and overall financial health.

4- Hour Response

Catch Up and Clean Up services for involve bringing a company's financial records up to date and ensuring they are accurate and organized.

Monthly Advisory

Receipt management for involves organizing and storing receipts in a systematic manner to accurately track and record business expenses.

Bi Weekly Check-Ins

1099 filing services help businesses accurately and efficiently report payments made to independent contractors and vendors to the IRS.

Accounts Receivable

Accounts receivable services involve managing and tracking the money owed to you by its customers.

Text & Email Support

Payroll services for a involve managing employee wages, taxes, and benefits on behalf of the company's clients.

KPI Tracking

We offer a comprehensive diagnostic review of your financial records to identify any discrepancies or errors.

Budgeting

We offer personalized Quickbooks Online Training sessions to help our clients effectively manage their finances and streamline their accounting processes.

Forecasting

Bookkeeping advisory services and 1:1 coaching can help small business owners gain a better understanding of their financials and make informed decisions to improve their bottom line.

3435 10th St N Suite 302 Naples, FL 34103

Assistance Hours

Mon – Fri 9:00am – 5:00pm

Sat & Sun – CLOSED

Phone Number:

239-610-5056

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