Our services include.
Tax Consulting & Preparation
- Income Tax Preparation (individuals, non-profits, and businesses)
- Tax Planning
Accounting & Bookkeeping
- Monthly accounting & bookkeeping
- Payroll Management & Reporting
- Preparation of financial reports & statements
- QuickBooks® setup, support, and training
Credit Coaching
- Identify your personal or business goals and the role of credit
- Strategies to manage your personal or business credit
Financial Coaching
- Build a working budget or cash flow plan
- Strategies to save
- Eliminate debt
- Strategies to deal with collectors
- Create or update plans for retirement and college
Financial Management
- Budget & Fiscal Management
- Cash Flow & Budgeting Analysis
- Financial Forecasts & Projections
- Retirement Planning
- Revenue Generation Strategies
Insurance Consultation *
- Basic/General Life Insurance
- Mortgage Protection Insurance
- Indexed Universal Life (IUL)
* Licensed in the following states: Maryland, Pennsylvania, New York, and California.
Nonprofit & Church Legal Compliance
- Budgeting
- Finance Management
- Governance
Professional Consulting Services
- Business startup services
- Change Management
- Climate and Culture Assessments
- Communications & Marketing Plans
- Executive & Managerial Coaching Services
- Human Capital Management
- Leadership & Professional Development
- Organizational Design
- Organizational Development
- Results-based Strategic Planning
- Risk Management
- Strategic Visioning