Consulting Services

Connect With Us To Gain Insight On What You Need, So We Can Help You Achieve Your Business, Career, and Financial Goals.

Our consulting services are streamlined into two categories; Accounting and Finance Consulting, and Career Advisory Consulting. We offer these services individually, or as a bundle for interested clients.

Accounting & Finance Consulting:

Monthly Bookkeeping Service:
“Our bookkeeping experts are QuickBooks Certified ProAdvisors.”

Quarterly financial reports
Business advisory
Recording of transactions
Monthly/quarterly sales tax filing (Virginia Businesses ONLY)
Monthly reconciliation of bank & credit card accounts to identify and correct errors
Quarterly client check-ins

One-time Paid Services

Personal Financial Coaching:

We work with clients to create personalized financial plans with actionable steps, to ensure financial goals are achieved.
1:1 Microsoft Teams sessions will be held with clients to discus the topics below:
Budgeting, Savings, Investment Accounts, Retirement Planning, Debt Payments and any other Financial questions

*Note: We are not financial advisors; therefore, we do not provide investment advice.

Career Advisory Consulting:

Resume Revision:

Accounting & Finance Consulting

•Quarterly financial reports, business advisory, recording of transactions, accounts payable/receivable, QuickBooks setup for new clients, tax planning, monthly/quarterly sales tax filing, monthly reconciliation (Bank account & Credit card).

Add-Ons

“Clean up” service.

• Career Advisory Consulting:

Resume Revision

Clients will have 3 chances to review resume and ensure that everything including, name, address, employer names, start and end dates are accurate before acceptance.

Interview Preparation

1:1 zoom session with client to conduct a mock interview.

• Business Consulting:

Business Startup Advisory

We act as a Registered Agent and assist clients with business entity formation, business registration with your state, Federal EIN and DUNS registration, and requirements that your business must meet in order to operate.

Personal Financial Planning

1:1 zoom session with client discussing topics including budgeting, savings, investment accounts, debt payments, and any financial questions.

Tax Preparation

Business and Personal Tax Filings (this service is offered through our tax partners)