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Making your accounting firm look good.
Onboarding Clients - Cleanup
Hiring - Training - Software - Procedures
Let's discuss what your firm needs. Look forward to talking to you.
We are not a public accounting practice.
We do not provide tax or accounting services directly to businesses or individuals.
Our focus is providing supportive services to help accounting & tax firms grow and thrive. If you have ever wanted to duplicate yourself to get just a few more things done in a month - that is our entire goal.
The services provides come from an accountant owner perspective, using current and evolving techniques.
Don't see a specific service listed here but could use help with that? Send Lisa an email (see bottom of page) and I'll let you know where we are at with adding that service.
Client Focused
Client Focused
Onboarding new clients
QBO Setup & Cleanup.
Staff oversight for new clients
Implement Coaching Program processes & recommendations
Internal Focus
Internal Focus
Hiring Staff
Staff Training & Managing
Process Creation
Implement Coaching Program processes & recommendations
Efficiency & Growth
Efficiency & Growth
Software: Setup, Integration, Implementation & Training
Standard Operating Procedures - Creation, Implementation & Training
Implement Coaching Program processes & recommendations
Let's discuss the services you might need.
Let's discuss the services you might need.
Pricing is based on the project, hours and scope; both one off services like onboarding or longer term needs like a multi-month hiring & training . Please reach out to Lisa to discuss.
Business website is under construction, so this one page is it for now.
Please email, call or schedule with Lisa for more info.
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