Other Services

Pre-Audit Preparation & Support

If you find that you are in need of an audit for whatever reason, you will quickly learn they are time consuming, costly, and often times frustrating. We have helped a number of organizations through this process.

Often times our assistance with the audit can save money on the audit fees.

We can help recommend & implement much needed internal controls.

We help you leverage technology to streamline and automate systems and implement a digital documentation system to make the entire process easier to navigate.

Pre-Tax Report Generation & Support

Have you found yourself the week before April 15th creating your books for the entire year?

How painful is that?

Are you doing it in Excel?
Why?

Let us help you get your books tax ready.

Our goal is to help you experience the best tax season you have ever had.

Entity Formation Support

Are you looking to incorporate, create an LLC, or other entity type?

We partner with Legalinc who can
do all of this for you.

You no longer need to spend hours researching, all the while being unsure if you crossed all your t’s and dotted all your i’s.

Registered Agent Services Support

Now that you have created your legal structure for your business, you need a registered agent. If you
haven’t already hired one, and you work out of your home office, you likely have listed your home
address for this. If that is the case, anyone can go on the Secretary of State website & look that up.

We partner with Legalinc who can serve as your registered agent and help protect your personal
information.

Mastermind Groups

Join on of our mastermind groups if you are looking to brainstorm, learn, find accountability and
support. The group will help you set strong goals that you can and will accomplish.

Creative Entrepreneur Mastermind
Wedding Professional Mastermind

Business Owner's Planning & Wellness Retreat

Large businesses and organizations often have an annual retreat where the owners and key employees
get away to contemplate, communicate, brainstorm, and plan.

As an entrepreneur and/or small business owner you may not have the luxury of going off with your non-existent partner(s) to do this for your business.
But you are not alone.
Why not go with other like-minded entrepreneurs & small business owners to all work together to contemplate, communicate, brainstorm, and plan? And while your there why not get some much-needed wellness out of the deal?

We are putting together an annual business owner’s planning & wellness retreat for you. Contact us to find out more & grab your spot today.