Meeting Needs. Educating. Finding Solutions
OUR SIGNATURE SERVICE
Ready to get your financials in order? Whether you’re unsure if your books are right or your last accountant left them in disarray, it’s time to maintain accurate bookkeeping practices with the Reaching Beyond Numbers Plan! This signature service is an assessment of the overall health of your QuickBooks Online data.
We dedicate time and expertise to conduct an in-depth review
and diagnose financial discrepancies within your QBO, identify
any past items that need attention, and assess the overall
required cleanup that may be needed.
Our findings and recommendations are presented to you in a detailed written report.
The Reaching Beyond Numbers Plan includes:
A Discovery Call
The In-Depth Review
Written Report of Findings & Recommendations
1:1 Consultation With An HBS Accountant
EXPLORE HOW WE CAN SERVE YOU
Not sure where to start with that business idea? Already in business and need new organization methods? During our 1:1 consultation, we strategize with you to identify your true needs and develop a plan of actionable steps to reach your goals.
WE CAN HELP YOU WITH:
Startup & Change Management
Organizational & Process Excellence
Personal Strategies For Managing Savings
Financial Consultations & Advice
Put your energy into running your business, not stressing over the books.
LET US SIMPLIFY YOUR LIFE THROUGH:
Customized Accounting & Bookkeeping Solutions Efficient Systems & Processes
Financial Risk & Reporting
Transfer of Wealth
Through tax assessment & preparation, we’ll take a closer look at your tax management, history, and income to help you get prepared for tax season. Our team dedicates time & attention to review your financial situation & work to reduce your tax liability.
THIS SERVICE CAN INCLUDE:
Individual Tax Preparation (Form 1040 & various schedules)
Corporate Tax Preparation (Forms 1065, 1120S, 1120, & 990)
General Tax Consultation & Advisory
Teaching and equipping our community through workshops, seminars, and trainings, targeted at empowerment, both fiscally and scholarly.
Be sure to keep up with us on social media!
TOPICS CAN INCLUDE:
Non-Profit Fundamentals & Organization