Our cashflow management services

---

For those seeking advanced tax strategies, thorough preparation, or insightful consulting, your quest concludes here. Tax consulting is an essential service designed to help you navigate the complex details of your tax situation before you file. 

• By partnering with an experienced tax advisor, you can effectively focus your efforts on achieving your long-term tax goals. As your dedicated tax consultant, our main objective is to reduce your overall tax liability, allowing you to manage your financial landscape more effectively. 

"Our commitment as your tax advocate is to ensure you secure the best possible outcomes on your tax return"

Our outsourced accounting services are tailored to address the specific requirements of your business, whether you are a budding startup or a well-established corporation. We offer customized solutions that can be executed either on-site or remotely, ensuring that your monthly, quarterly, or annual bookkeeping and accounting needs, along with your state and federal financial responsibilities, are met with precision. Our Cash-keeper Relief Services include the following:  

• Accounts Reconciliation: Ensure impeccable financial records with our professional outsourced accounting services. We identify discrepancies early, maintaining the accuracy of your finances and reducing stress.  
• Accounts Payable & Receivable: Streamline cash and vendor management through our AP and AR services. We handle payments and invoices, allowing you to concentrate on business growth. 
• Financial Reporting: Receive clear, tailored financial reports that facilitate informed decision-making. Our reports provide actionable insights to support your business expansion.  
• Cash-flow Forecasting: Compare forecasts to actuals to develop customized financial strategies that ensure optimal cash flow. 

We are committed to remaining current with the latest accounting practices and software to serve our clients effectively, utilizing a secure remote access portal that employs encryption to protect sensitive information.

As your external or contracted chief financial officer, whether virtually or in person, we take on a range of critical responsibilities aimed at enhancing your business profile. This esteemed position involves careful management of financial operations, ensuring the precision of financial reporting, and guiding strategic financial planning.  

• Cost-Effective: Pay only for the services you utilize. 
• Diverse Insights: Benefit from expertise across various industries. 
• Flexible Support: Our services adapt to your evolving business needs.

*This service are innovative and can be leveraged to provide fractional Chief Investment Officer (CIO) services specifically tailored for entities within the nonprofit sector. These offerings encompass the management of all financial and investment strategies for nonprofit organizations.

All fractional retainers are customized to meet specific requests and project management services.

Our Credit Restoration services include the following comprehensive components,  that are specifically designed to address the unique circumstances of your personal and business credit obligations.

• Debt Consolidation:  A strategic approach that merges multiple debts into one manageable account, making repayment easier. One effective method to achieve this is through debt consolidation loans. 
•  Credit Counseling:  An essential aspect of our Credit Restoration Services, providing individuals with the tools they need to navigate their financial challenges. With the guidance of skilled credit counselors, you can create a customized debt management plan that paves the way for lasting financial health.  
• Credit Repair:  Aimed to enhance your credit score by meticulously identifying and disputing any errors or inaccuracies in your credit report. This proactive strategy not only fortifies your credit profile but also unlocks better loan terms and a broader array of financial opportunities.

Assisting clients in launching their new businesses requires a thorough understanding of the legal environment. This process encompasses providing guidance on the most suitable business structure, drafting vital documents like articles of incorporation, obtaining required licenses and permits, and ensuring compliance with state regulations. In essence, I act as a legal expert during the pivotal early phases of company establishment. .

As experienced financial advisors and educators, we focus on empowering individuals to comprehend and manage their feelings and beliefs about wealth. This profound insight is essential for recognizing and conquering financial anxieties. We assist our clients in exploring the emotional and psychological influences that shape their financial decisions, thereby improving their connection with money. Furthermore, we collaborate with couples to create unified financial objectives that reflect the values of both partners. 

• In addition, we offer advice on contractual matters concerning relationships, cohabitation, and prenuptial agreements—often neglected aspects that can significantly affect your financial responsibilities and liberties.

Sworn in as an impartial observer when important documents are being signed. Help with your legal duties by effectively handling the notarization of various essential documents. Notaries cannot provide legal advice. While we verify signatures, we cannot discuss the legal effects of any document.

• Legal Documents: Most notarized items are legal documents, including contracts, deeds, and court submissions. 
• Financial Documents: Notarization is especially common in loan agreements, mortgage closing papers, and property deeds, particularly in real estate dealings. 
• Personal Documents: Powers of attorney, living trusts, advance directives, and guardianship agreements frequently require notarization as well.
• Affidavits: These sworn declarations confirm the truthfulness of the information presented in the document. 
• Passport applications: Notarization is often required for the signature on a passport application to verify its authenticity

We also offer personalized forms for an extra fee, tailored to fit our clients' specific requirements. This service includes various documents such as powers of attorney, business contracts, living wills, last wills, trusts, parental consent forms, quitclaim deeds, out-of-state purchase forms, correction letters, bills of sale, and cohabitation or prenuptial agreements.

• For details regarding our remote notary services (RON), specialized documents, or E&O validation, feel free to reach out to us by calling 901-413-0882.