Services

Meeting Needs.  Educating.  Finding Solutions 

Image by Charles Deluvio

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

Consulting

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

Business Strategy

Personal Strategies For Managing Savings 

Financial Consultations & Advice

 

Accounting

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 

Payroll

 

Tax Preparation

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)

Filing Extensions 

General Tax Consultation & Advisory  

 

Community Engagement

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!

  • LinkedIn
  • Facebook
  • Instagram

TOPICS CAN INCLUDE:

Business Management

Business Education

Cash Flow 

Non-Profit Fundamentals & Organization  

 

Make It Happen!

We're ready to create custom solutions for you