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Bookkeeping is like recording financial transactions, while accounting involves interpreting those records to make informed decisions. Think of bookkeeping as gathering the puzzle pieces, and accounting as putting those pieces together to see the whole picture.
Yes! We are able to help set-up/maintain you financials using a variety of accounting software, including QuickBooks.
Yes! We can help with financial reporting and analysis. We assist in summarizing and understanding your financial data to make informed decisions. Our reports are fully customizable to align with your specific business needs and goals.
While we specialize in various aspects of accounting, it's important to note that we do not provide tax services in-house. Our primary focus is on accounting, financial reporting, and financial coaching. However, we maintain partnerships with trusted tax professionals, and we'd be happy to connect you with experts who can assist you with your tax-related needs.
Absolutely! Assisting individuals struggling with debt management is a personal passion for our firm. We work diligently to develop customized plans, often utilizing strategies like the snowball method to pay down debt quickly. Our approach includes providing accountability and conducting frequent progress checks to ensure your success on the path to financial freedom.
Financial coaching is like having a supportive partner for your money. We work together to create a custom plan and budget to help you reach your financial goals. Whether you want to get out of debt, save money, or make wiser money choices, we're here to assist you every step of the way. We offer frequent check-ins and ongoing support to ensure your financial success
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