Setting up your firm: Licensing isn't the only step. Setting up bank accounts, creating a logo, managing a website, having a way to invoice clients or collect payments, getting payroll set up, etc. There is a lot to get done. Get help with a step by step business plan specific to your firm with actionable items you can manage.

 

​Workflow: You may have your company set up and licensed and perhaps those clients are rolling in and you have found some staff to help manage the workload but its a struggle to keep your clients & staff organized. We understand and can create solutions that can help and find the right technology and software to use for your business. 

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From tracking leads, scheduling jobs, tracking employees time, creating bids, paying bills, managing invoices & receiving payments, the list goes on. There is a lot to track in your workflow and ensure you have accurate records. 

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Accounting & Payroll: You have the clients and income coming in but are you managing your bookkeeping to be able to report to the state your income accurately? Do you know your business expenses and if you are making money? Knowledgeable in Quickbooks and having ran an accounting firm, we have the experience to help teach you how to manage your books or outsource to a reputable firm.

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Marketing: Struggling to obtain clients or get a brand started? Without sales your business will never take off or will fail quickly. This is the life of your business. Get help with getting a logo, a website set up, social media tactics, and paid advertising ideas. We can also identify your target market to understand where your audience is and how to gain their attention.

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Reach out to us with your business needs and we will advise you on the next steps!

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