Everything you need,
 in one place


FINANCIAL
Financial management is critical for businesses of all sizes. Unfortunately, most small businesses struggle with their bookkeeping, accounting, and financial reporting. Our experienced team can handle all of your financial needs.

  • Everyday bookkeeping, accounting, payroll, tax returns
  • Budgeting for projects and operating expenses
  • Projecting and managing cash flow
  • Preparing monthly and quarterly reports
  • Invoicing and Billing
  • Working with CPA firms, banks, investors

OPERATIONS
We have vast experience dealing with the particular operational issues that plague small businesses. 
Process management, resource allocation, technology infrastructure and software are just a few of the areas in which we can assist your business.

  • Analyzing internal and external resources (staff)
  • Identifying opportunities to improve efficiencies
  • Improving and automating processes
  • Documenting workflow
  • Identifying metrics to determine progress
  • Reviewing inventory management
  • Evaluating and integrating software systems

MARKETING
Your business deserves a customized Marketing strategy that is developed from your specific objectives and focused on maximizing ROI. We can work within your budget to elevate your brand and grow your business.

  • Annual marketing plan and budgets
  • Audience identification and segmentation
  • Branding strategies and positioning
  • CRM implementation and management
  • Advertising – traditional and digital
  • Web development
  • Social media
  • Email marketing
  • Direct mail
  • Community engagement and giving strategy
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