We help business owners reduce stress, save money, and reclaim their time.
Specialized Solutions For:
Home Services Companies
Restaurants
Retail
Services
Finances
We are more than just numbers and spreadsheets. We are your partner in navigating the complex world of finances. With a passion for accuracy and a commitment to excellence, we have been serving businesses since 2015.
* QuickBooks Online set up, training, and consulting.
* Business financial CLEAN UP services.
* QuickBooks Online payroll set up, training, and consulting.
* Budgeting and Cash Flow Management
* Financial statements
If you don't know your business numbers, you don't know your business ~ MARCUS LEMONIS
WE OFFER MORE THAN JUST FINANCES!
Business Planning
Business Documentation - LLC, fictitious name, licenses, and permits.
Financial statements
Business plan
Marketing plan
Business Operations
Operational Efficiency consulting
Office procedures evaluation, training, and consulting
Business processes evaluation, training, and consulting
Marketing
Offline- B2B networking and relationships
Online- Google My Business, online directory listings, social media
Online stores- Retail or food service
Sales
Sales and customer service training Sales process documentation and training
Sales management training, processes, and documentation
Customer database management- CRM software set up, training, and maintenance.
Time Management Training
Group Lunch and Learn- IN-PERSON OR VIRTUAL
Personal 1-1 training available
Private group training available
Sales and Marketing
No matter what your business, your in sales!
Sales processes, sales training, and marketing systems are vital to your business success.
Sales Systems
* Sales and customer service training
* Sales process documentation and training
* Sales management training, processes, and documentation
* Customer database management
* CRM software set up, training, and maintenance
Marketing Systems
Offline- B2B networking training
Online- Google My Business, online directory listings, social media
Online stores- Retail or food service
Lowell is known as, “The Get It Done Guy.”
Personally and as a business consultant, Lowell loves helping people.
Lowell has spent most of his career in business to business selling, management, and has owned and operated 6 businesses which has given Lowell experiences in entrepreneurship, accounting, marketing, management, and business startups.
While business is his primary job function by day, Lowell also enjoys time with his family, gardening, cooking, and oil painting.
TESTIMONIALS
FAQS
What are the fees?
We use a flat rate fee per month. We will give you an estimate based on your specific business needs.
What type of bookkeeping and accounting services do you offer?
QuickBooks Online ProAdvisor working remotely, or if needed, in person. We use cloud based software for secure document uploads and transfers.
How does monthly bookkeeping and accounting work?
We use QuickBooks Online connected to your accounts to upload transactions into QuickBooks. We then categorize the transactions, reconcile your accounts and provide monthly financial statements such as P&L and Balance Sheet.
What if I need a more frequent schedule than monthly?
We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.
When and how do we send our documents to you?
We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
When do you provide monthly financial reports?
Our goal is to provide you with your monthly financial reports by the 10th of the month.
What if my books are behind schedule or need to be cleaned up?
We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.
Do you prepare my tax return?
We have several CPA and Accounting partners to prepare your tax return.