For Small Businesses
ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!
Your business’ profitability and operational efficiency are at the center of your business’ success!
Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.
Working with us and enlisting our business services could make all the difference!
Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.
We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.
Small Business Services
Click on any of the business services below to find out more:
- “Hassle Free” QuickBooks Setup
- “Reset” Your QuickBooks
- Quickbooks Services Made Easy
- QuickBooks Training For You or Staff
- “Part Time CFO” Services (Membership Retainer Plans)
- Accounting Done For You and Made Easy
- Clear and Simple CashFlow Management
- Internal Systems For Your Business
- Non-Profit Started And Managed
- Payroll Services Done Right
- Plan For Your Succession
- Start A Business Smoothly
- Strategic Business Coaching
What our Clients are saying
I worked with Charleen at a CPA firm and I was impressed with both her accounting knowledge and her ability to explain accounting issues to non-accountants. She is hard working and dedicated to her clients.
I would highly recommend Charleen. She is a very knowledgeable and thorough accountant and she’ll go beyond your typical accountant to make sure you understand your business and personal finances.
In addition to Charleen’s accounting skills, she is very personable and thinks outside the box!Pam Bower
The course is well designed and presented in clear and understandable terms!
Charleen’s course is packed with information and she is helpful in guiding you towards options that fit your situation best!
One, Charleen is awesome! Very patient and really does make accounting accessible. I am not a numbers person, and I got a ton of knowledge about accounting for our business from this course!
The amount of accounting know how in Charleen’s head is amazing! She is very patient and clear with her guidance and instruction. It is great to work with someone who really gets the ins and outs and is relatable and accepting of what you bring with you as far as financial knowledge. She has been a godsend for our business in helping us sort out what benefits us the most in how we approach our finances!Anna Sihon
I found Charleen after letting my tax problems spiral out of control for years. By the time I met her, it was so convoluted I could barely explain my issues and was on the verge of losing my house. Charleen sifted through piles of financial information and spent nearly a year sorting out my mess. In the end, I was able to keep my house and even received a huge refund from the IRS from previously held tax refunds. The outcome so far exceeded my expectations, and she was such a pleasure to work with! Communicative, helpful, creative— and non-judgemental which was so impressive!!
Highly recommend! Years after my initial tax snafu, Charleen is still the only person to do my taxes. I have recommended friends and family to her as well- all have been thrilled to work with her!
Thank you Charleen!!!!Molly O’Leary
Yes, I'm talking about the US Women's National Team's second half in Lyon on Sunday, defeating the Dutch with a strong second half and bringing home their 4th World Cup Championship.And no, I'm NOT talking about the US Men's National Team's second half in Chicago...
In your business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to take care of...
Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...
How You’re Missing Legal Tax Deductions
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.