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Our Services


Business Registration

We can help register your business to make it an official legal entity after evaluating your business structure and location We also assist with obtaining Federal EIN's. Forming a legal entity will allow you to open a business account, pay taxes, apply for credit, build credibility in your industry, and more!


Financial Projection Planning (1-5 years)

Financial projections will give you a handle on your business's current finances and position you to make the right financial decisions for your business in the future. We will help you to map out your potential growth and create budgets allowing your business to grow and thrive. 



Many small businesses cut corners by managing their books on their own. However, this can cause many issues such as overpaying taxes or gaining an inaccurate depiction of their business's financial state. Our trusted bookkeepers track expenses and revenue to ensure you are put in the best position to make decisions and operate in compliance with regulations. 



We set up, manage and administer payroll for your staff while ensuring they are paid on time, pay appropriate taxes, and that all legal obligations are met. This enables business owners to focus on other important aspects of the business instead of worrying about how and when employees will be paid.


Small Business Coaching

As a small business owner, there are often many moving parts things to stay on top of. Through our 1:1 coaching sessions, I will guide you and hold you accountable to ensure you are continuously moving toward your goals.  

Request a consultation to  discuss our services further.


Important Forms for Businesses

Form 1040

Form 1040 is an IRS tax form used for personal federal income tax returns filed by United States residents. The form calculates the total taxable income of the taxpayer and determines how much is to be paid or refunded by the government.

Form W-9

Form W-9 (officially, the "Request for Taxpayer Identification Number and Certification") is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service (IRS). It requests the name, address, and taxpayer identification information of a taxpayer (in the form of a Social Security Number or Employer Identification Number). 

Form W-4

Form W-4 (otherwise known as the "Employee's Withholding Allowance Certificate") is an Internal Revenue Service (IRS) tax form completed by an employee in the United States to indicate his or her tax situation (exemptions, status, etc.) to the employer. The W-4 form tells the employer the correct amount of federal tax to withhold from an employee's paycheck

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