Lee Anne Johanson, Business Advisor

Experienced professional, Personal service....

Helping entrepreneurs is our purpose and our passion. We combine our fortune 100 financial and operations experience with low overhead, to provide small and medium business with world-class counsel and support at an affordable price.

Whether your needs range from Quickbooks start-up, to monthly financial statements or CFO level counsel we're here to make your business more profitable.

We offer the following services:

OUR BASIC SERVICE PACKAGES: FULL SERVICE - FULLY CUSTOMIZABLE

Bronze Package

Getting Started

Silver Package

Monthly Maintenance

Gold Package

Virtual CFO Counsel

Quickbooks Software installation
Training on accounting software
Accounts payable processing
Invoicing
Bank reconciliation
Financial Statement preparation
Executive Bill Paying Service

Monthly input of all financial transactions

Monthly accounts payable processing

Monthly accounts receivable management including collections

Monthly bank reconciliation

Monthly financial statement preparation

Monthly payroll processing

Tax preparation, sales tax, franchise tax

Financial statement preparation

Revenue forecasting

Financial modeling

Budgeting

Cash management

Human resource support

Benefits administration

Systems Implementation/conversion

Process improvement

Tax preparation

Also, each client is provided with a secure file transfer option. Sometimes you can't wait for an answer, and with our remote access capabilities, you won't have to...you can safely send your financial records without ever leaving the office. Not sure if we are a good fit? Please call to discuss your needs...a free 30 minute initial consultation is available to all new clients.

Solid financial solutions for your home and business.

Welcome