Your Small Business Virtual CFO
Taking your small business to the next level can be a struggle.
How do I know if my products/services are making a profit?
Is there a better way to track my inventory?
How should I set up my business to maximize tax deductions?
How can I have real-time information?
How can I scale my business?
We provide virtual bookkeeping and tax services to small businesses and individuals.
Our mission is to improve your data collection and accounting processes and maximize your bottom line. We use out proven three part methodology to take your business to the next level.
Our Three Step Methodology
Our proven three step methodology takes your small business to the next level.
Clean Up, Review Data Collection, and Implement Procedures
If you want to increase your profits and cash flow, we need to first set your foundations. Here we look at how you are gathering data and clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.
Performance and Reports
Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports. Giving you clarity on the performance of your business.
Advisory and Growth
It's time to take your business to the next level! With your foundations and reporting set, we can now advise an ongoing basis as to what is needed to increase your company's profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.
Grow Your Business
Today is the day to build the business of your dreams. You didn't start down this road to just get by day to day. Let's talk about how optimizing your accounting processes can take your business to the next level.
Testimonial
Check Out What Our Clients Have To Say About Us
Honest, knowledgeable, helpful, and just plain excellent, are all words to describe Sonya as a CPA. We found Sonya when we moved here from NJ 6 years ago and we've used her tax services ever since.
Barry O.
I sought out Sonya a while back for filing sales tax for my small business. I found her to be very knowledgeable, affordable, and accommodating in those matters, and went above and beyond in teaching me to be able to file those returns myself. I value her input on all my tax concerns. She was definitely a great find.
Michael S.
