Set up QuickBooks start to finish and connect all AP/AR account

• Link all bank accounts, POS platforms + Payroll

• Assess QB and reconcile + categorize transactions

Reporting

• Provide Financial Reports Monthly and Quarterly

  • P&Ls

  • Balance Sheets

  • Expense Reports

  • Prep Tax Reports for CPA

SOPs (standard operating procedures)

• Build a training document for Founders to navigate QB

Strategy for Founder's Goals

• Growth Strategy

• Maintenance Strategy

Hiring Strategy

Job Descriptions

Recruiting Strategy

• Intro to Job Postings

• Questionnaires

• Interview Questions

• Pay Rate Analysis in Target Market

New Hire Packet 

• Customized Documents to include: 

  • New Hire Checklist

  • Personnel Information Sheet

  • Non Disclosure 

  • Employee Withholding Form

  • I9 Employee Verification Form

  • Direct Deposit Form 

  • Meal Waiver (if needed for paid breaks)

Guidance and support for management conversations

Guidance on labor and industries policies and guidelines

Guidance on health and safety requirements

Guidance on growth plans for team members

• Performance Reviews

• Improvement Plans

Integrated Marketing Support

• We offer a cohesive strategy for all your marketing needs, from digital to print. We ensure a consistent brand message across all channels.

Visual Content Expertise

• Our in-house team excels in creating professional and engaging content, including graphic design, high-quality videography, and expert video editing

Web & Digital Mastery

• We manage your online presence, developing and maintaining a strong website and implementing effective digital marketing strategies to attract and retain customers

Strategic Social Media

• We develop data-drive social media strategies and create compelling content to build your brand, engage your audience, and drive growth

Actionable Marketing Plans

• Our services go beyond advice. We develop and implement practical, hands-on plans that are effective and efficient in achieving your business objectives.