Smart financial solutions for small businesses and entrepreneurs in the U.S.

✅ Our Services

📌 Business Registration & Setup

  • LLC and Corporation (C-Corp / S-Corp) formation in any U.S. state

  • EIN registration with the IRS

  • Business structure selection and optimization

  • S-Corp election filing (Form 2553)

Fractional CFO Services

  • Financial strategy and profit planning

  • Budget creation and cash flow forecasting

  • Profit & loss monitoring with actionable insights

  • Break-even and ROI analysis

  • Growth strategy for increasing profit margins

  • Team payroll and compensation planning

  • Monthly financial reporting and executive summaries

🎯 Industries We Work With

  • Trucking & Auto Repair Services

  • Construction & Renovation

  • Beauty & Personal Care

  • Cleaning & Maintenance

  • Marketing, Coaching & Freelance Services

  • Retail, eCommerce, and Product-Based Businesses

📊 Bookkeeping & Accounting

  • Ongoing monthly bookkeeping (QuickBooks Online)

  • Chart of accounts setup and cleanup

  • Categorization and reconciliation of transactions

  • Accounts payable and receivable tracking

  • Invoicing and billing system setup

  • Payroll integration and support (Gusto, ADP, etc.)

  • Catch-up & clean-up bookkeeping

💡 Financial Coaching & Consulting

  • 1:1 coaching for financial clarity and confidence

  • Money management systems for freelancers & solopreneurs

  • "Where’s My Money?" mini-audit (find leaks & lost profits)

  • Financial literacy for business owners

  • Financial system creation in Notion/ Google Sheets

  • Pricing strategy and service profitability review