Services

Bookkeeping / Consulting

Tracking money in flow/out flow to help with budgeting and taxes. We can also take over bill paying for our busiest clients and those who travel frequently or work overseas.

Full service off-site bookkeeping for small businesses. Help start-up companies setup Quickbooks, provide training, and payroll setup. Part time CFO advisory role.

Taxation

We prepare and file Federal / State individual tax returns. We specialize in filing schedule C for self employed individuals not yet ready to setup LLC / Corp.  Many of our tax clients are entertainers or creative industry professionals.

Insurance

We are an independent insurance agency/brokerage specializing in life, disability, and long term care insurance. We also provide small business group health coverage, worker compensation, general liability, and professional liability. We are 100% independent enabling us to shop on the open market to get our clients the best deal.

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