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Let our team of top-notch professionals manage your money!

Why Business Concierge Services?

It’s simple. As a business owner, you have a lot to manage on a day-to-day basis. Each step of the journey, you are learning, growing, implementing and reassessing your business processes. No matter what your business offering includes, there are usually more tasks that need to be completed than you have hours in the day.

That's Where We Come In...

Unless you love numbers and bookkeeping, you are likely not going to be inspired to spend the time necessary to administer your bookkeeping the way it needs to be managed. With our team of top-notch professionals, every month you’ll have the tools, support and accountability needed to keep things running smoothly.

What You Get:

  • -Bookkeeping
  • -Money Lab
  • -Business Coaching Call
  • -Quickbooks Subscription *
  • -Accountability App

Here's the details:

  1. 1. Monthly categorization in QuickBooks of income and expenses, reconcile bank and credit cards, issue end of month reports
  2. 2. 90-minute monthly Money Lab to ask questions, get support, and mastermind with your peers
  3. 3. Business financial coaching call every quarter to review progress on financial goals, help you move through any challenges or areas you are stuck
  4. 4. QuickBooks Online subscription included (*new subscriptions only)
  5. 5. Access to Monday.com for accountability on business and financial tasks

Add-Ons:

  • -Business Financial Model and Quarterly Updates ($500)
  • -LLC or S-Corp Formation ($500)