Full service monthly accounting and financial statement preparation

Monthly Accounting and reconciliation for business in almost all industries using your choice of QuickBooks or Xero accounting software.

  • Financial statements preparation
  • General ledger accounting
  • Account reconciliations
  • Budgeting
  • Cash flow monitoring
  • Financial analysis
  • Fixed asset management
  • Accounting software consulting and implementation

Training for QuickBooks

Expert training & troubleshooting for both online and desktop versions by a certified QuickBooks Pro Advisor
QuickBooks is an amazing software but although easy to use for non-accountants, it can also be very easy to go down a path which can cause issues without training. Proper training can help your business thrive and can save you a lot of time and money, allowing you to keep your own books without having costly rebuilds later.

Created for use by small businesses, QuickBooks online and desktop boasts an assortment of features aimed at helping users manage each of their accounting functions, including accounts payable, accounts receivable, credit card management and financial reporting. It also offers affordable merchant services to allow you to get paid through invoices to streamline your billing process.

Xero training

Xero training & troubleshooting
With 500 integrations including PayPal, Xero is a great option for both for profit and non-profit business and organizations to keep track of their finances. Xero can be used in almost every industry from amazon sellers, cafés to global small business and e-commerce.

Business Advisory services

  • Entity evaluation and selection
  • Subscription costs
  • Assistance in obtaining financing
  • Tax compliance and planning
  • Accounting and assurance services
  • Business plan/budget

Business plans: a roadmap to how you will use funds to grow your business

  • A3(Assess, Acquire and Allocate) business plans for SBA and Non-SBA business loans
  • Assess your business needs and local market analysis.

Plans designed for your needs and business future success. Lender meeting prep included

Small business set-up

Business formation type filing with the Arizona Corporation Commission, Employer Identification Number (EIN), Department of Revue filing (DOR)

Business research: For individuals that do not know how much or what they will need to do to start their business

Thinking about starting a business? Get all your questions answered with a business research plan outlining all steps needed to start up a business in your specific industry.

Management consulting: for companies that would benefit from changing their culture

Does your company need a culture change? All your needs can be solved by assessing your companies needs and development a management plan to change and or improve your company culture.

Questions? Call me!


I’ll gladly explain anything and offer suggestions for your success. I’ll answer the phone when you call, or return your call quickly.