Monthly Budgeting
This is available for business and personal finance. Budgeting is a great way to help you properly plan for your expenses and use of your funds.
Benchmarking
How does your business compare with others in your industry? Let us put your business to the test to be sure your income and expenses are in line with other businesses in your industry.
Personal Finance
Are you looking to put your personal finance goals on auto-pilot? Do you need accountability to make sure your saving goals are met? Let’s develop a customized plan to be sure that you are making the most of your hard earned paycheck.
AR Management – Invoicing
I can handle all of your invoicing and reminders making sure you get paid in a timely and efficient manner.
AP Management – Bill Pay
I can set up a system to ensure all of your bills are paid on time saving you time and money.
Cash Flow Management
I can be that constant eye on your accounts letting you know when things are getting a little low or when it’s time to move that money around or move it for you to avoid bank fees.
Payroll Management
Need help with payroll? Gusto is our firm’s payroll provider of choice. Complex payrolls? Garnishments? We can handle all your payroll needs!
Sales/Use Tax Reporting
Does your business use multiple sales platforms and/or multiple income streams? Allow us to compile and file all of your sales and use taxes.
Historical Cleanup
Are your financial books behind? Does the thought of having to clean up and reconcile months or even years worth of data make you sick to your stomach? That’s what we are here for!
Forensic Accounting
Have you noticed past or current inconsistencies in your books? Do you think that someone altered your books for their own personal gain? We can prepare evidence reporting to show where your funding actually went.
New Business Consulting
Are you totally new to the business world and ready to start a business? Not sure where to start? Are LLC, C Corp and S Corp all very confusing for you? Are you a fellow nomad looking for advice on which state would be best to set up your business? Let us talk through your options with you
Recommendations for other business services
Angelica considers her personality as a business connector. Let us know if there’s something else you need and she can connect you with another small business owner who can meet your needs