Referrals

 To show our appreciation, for every referral you make that becomes a client you will receive a $25 credit on your next invoice. 

 


One of the best referrals for us are small businesses. We love to help them grow, and to grow with them.  If you know anyone that fits any of the below scenarios, please ask them if we may contact them for a FREE initial consultation.  If they say “Yes”, enter their information below.

   

  • Start up business 
    We can offer them affordable QuickBooks software. We will come in and set up all their accounts, according to their particular industry and management reporting needs.  We then train them on the day to day tasks to be completed within QuickBooks. The average time to get them up and going is 1-3 hours.  Money can be saved by starting out on the right foot.
  • Growing business
    Do you know a business owner that is complaining about not having enough hours in the day? We can help them manage part or all of their bookkeeping tasks. During the free consultation we’ll review how they are doing their bookkeeping now, give suggestions to save time and/or improve results, and develop a plan to meet their needs and their budget.
  • Really growing business
    These businesses are ready to hire employees and want more sophisticated financial reporting.  We’ll also come in and take a look at fine tuning their financial reporting system.
  • Established business
          Do you know any business owners that are overwhelmed with their growing pains? We can help them manage their increasing accounting, and payroll needs. 

We love to provide tax services to individuals, as well as to our business clients, and always provide a free consultation to review your past and current tax situation.  We offer super affordable rates for the easiest tax returns, and specialize in more complicated tax situations, such as:

  • Sole proprietors, and single member LLCs 
  • Corporations and Non-Profits
  • Rental, royalty, trust, or partnership income 
  • Home office deductions
  • Education and tuition expenses
  • Sales and disposal of business assets

Several of our tax clients are enjoying retirement, or still working as self employed construction contractors, caterers, florists, salon owners, photographers, consultants,  home based businesses, and several are working for someone else and raising families!