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THAT'S OUR JOB!
We are a full service firm offering strategic outsourced CFO and tax planning services to business owners.
Everything from bookkeeping to payroll to document storage. We take care of the record keeping and reporting so you know your numbers, stay compliant, and are 100% audit ready.
We use the most recent tax laws to help reduce your tax liabilities and increase after-tax profits.
We provide all of our clients with an up-to-date virtual folder with links to your company’s most important business documents. These detailed records can be accessed at any time from anywhere!
Check out this 2 minute video explaining what we do!
WE'RE THE EXPERTS IN THIS FIELD
We know the ins and outs of your business from bookkeeping, taxes, and finance management to operations, IRS protocols, and the risks. We use this knowledge to maximize every dollar for every business we work with.
OUR DELIVERABLES PROVIDE PROTECTION FROM LOSS
We are committed to exceptional service. We guarantee we will do our very best to help protect you from future audits, lawsuits from investors and lenders, and other regulatory agency penalties and fines.
GET TOP DOLLAR WHEN YOU SELL
When it comes to helping sell your business for top dollar, we're your team! Your vitural database contains all of your financial records along with a full set of IRS and state-mandated compliance documents that your company meeds for the life of the business.
Erica loves helping people and finding loopholes. She goes above and beyond for her clients by setting them up for success with the tools and the knowledge to stay compliant with the complex regulations of the IRS.
Erica is a mom to 5 kiddos (yep 5!) and has been working in the finance industry since 1999. She's a bit OCD, very straightforward, and keeps it bluntly honest. You may hear her drop the F-Bomb (and possibly a few other choice words) but, she is ABSOLUTELY passionate about helping businesses not only survive but succeeds beyond their wildest dreams.
Erica works with clients all over the nation and has a ton of knowledge and experience. She also has some pretty awesome people she can reach out to if there's something she doesn't have experience with or the knowledge on. This gives her clients a competitive edge over all other businesses.
If you want a strategic partner helping your business reach out to Erica for more information on how she can help you!
Stay up to date on the latest news from the IRS, experts in the financial industry, and updates to our exclusive services.
We take care of the financial strategies and compliance procedures so you can focus on what you do best....growing high profits!
Focusing on your client satisfaction should be your only concern. Let us tackle the bookkeeping, tax prep, and compliance!
We provide financial services throughout ALL industries. From construction to trucking and everyone in between!