Get ready to take control of your business.

Book an Appointment

After just one session, you’ll feel more in control of your business, your goals and your life.

Our Services

 

Bookkeeping & Financial Reporting

Full service bookkeeping and government filing for the solopreneur, entrepreneur, and small to medium sized business.

Personal Tax Filing

We outshine the competition because we are looking for the information you are missing, not just entering what you have brought us.

Corporate Tax Filing

Keeping current with tax laws is part of our business, understanding YOUR business and being an entrepreneur gives us the advantage you need when it comes to your hard earned dollars.

 

Internal Business Audit

Helping business owners improve their bottom line through independent and objective recommendations.

Budgeting

Budgeting is the “underestimated” report that everyone needs. Forecasting what is to come and warning that something has changed. We help you break it down and build a report you can use.

Procedure/Process Development and Documentation

Clarity and detail within processes and procedures provides ideal training and performance that can be measured.

 

Fractional CFO

A business owners’ strategic partner who helps you understand your numbers, plan for growth, and make confident financial decisions.  For small to medium-sized businesses, having a CFO means having the clarity, control, and direction to grow profitably and sustainably — it’s not a luxury, it’s a necessity.

Learn More

A guided process for clarity, direction, and growth

Most business owners don’t lack drive — they lack clarity. Somewhere between the daily fires, growth pressures, and tough decisions, the original vision starts to fade. The team is busy, but not always aligned. Everyone’s working hard, yet it feels like you’re hiking without a map.

That’s where The North Star Journey comes in. It’s more than a planning process — it’s a way to reconnect your business to its purpose, align you, and create a clear, actionable path forward.

LEARN MORE