Helping small corporations and individuals since 1994 with accountancy, business management and education.
How can we be of service?
It starts with a foundation of expertise, productivity and trust. Operating with professional values, stellar communication and respect, we know that every financial decision is personal whether it be corporation or family business. Providing more than services, technology, expertise, coaching and education, we focus on helping with particular needs. Starting with compliance, long term effectiveness, confidentiality, the highest productivity and success.
Partnerships
We are building working relationships in partnership with each client to do what's best for you, with collaborative relationships that can include CPA's, attorney's, real estate advisors, business and entertainment managers, venture capital bankers, etc., and, we will recommend those we trust.
“Pamela provides an invaluable service to me: taking care of the books, which allows me to focus on running my business. Her excellent customer service skills are top-notch and she is a joy to work with!”
Dianna Mandel – Lavender Natural Beauty
WHY US?
Day to day accounting/
bookkeeping - Full and partial
Family Office Services;House Staff Management, Maintainance and Service Providers
Day to day Management of Finances/Cash Flow
Accounts Payable, Bill Pay, Vendor Account Management
Auto Purchasing/Leasing, Home Refinance, Investments, Insurance, Brokerage Management
ROI based on customers, jobs, products, projects, etc.
Coaching services for all education and scaling pertaining to accounting department, budgets, job and project profitability, goals and milestones
Trust Account Bookeeping and Management
Accounting Systems Programming and Set up
Budget Planning and Management
Programs, Grants, Projects, Products Tracking
Payroll, processing and Management
Property Management
Expenses, Income, Banking and Transfers Coding
Accounts Receivable Invoicing and Management
Government and Agency Compliance for Tax filings, etc.
Audit preparation and representation
Accounting Department Communicaiton Systems Development
Recommendations for scalling systems, technological as well as simple tools
Systems analyzation for interdepartment communication, apps and features, reporting paperwork for compliance as well as paper and paperless trail
TO HELP YOU WITH ALL YOUR FINANCIAL MANAGEMENT NEEDS
