Services

Who We Serve

Entrepreneurs – Build structure and scale with clarity.

C-Suite Leaders – Lead from alignment, not exhaustion.

Holistic Practitioners – Merge energy work and business structure.

Creative Teams – Cultivate rhythm, trust, and collaboration.

Small – Medium size businesses.

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who we serve

🎵

Entertainment & Creative Businesses

From artist management to live events, we manage the finances behind the performance. We help creative entrepreneurs stay profitable through project tracking, tour reconciliations, and data-driven forecasting.

🏨

Hospitality & Restaurants

We understand the rhythm of service-based businesses. Our holistic systems connect POS, payroll, and inventory tools — creating real-time visibility that supports healthy margins and smoother operations.

💆

Wellness Spas & Studios

For wellness practitioners and spa owners, we create harmony behind the business. Our integrated systems manage appointments, payroll, and inventory — aligning your financial flow with your mission of care and well-being.

🏠

Real Estate & Property Management

We bring control and visibility to property accounting, rent collections, and investor distributions. Our automated dashboards reveal true profitability across each property or project, helping you make confident expansion decisions.

🛍️

Retail & Consumer Brands

From boutique shops to multi-location retailers, we help unify sales, inventory, and accounting into one intelligent flow. Our team builds custom dashboards that visualize performance in real time and automates key processes.

⚖️

Law Firms & Legal Professionals

We bring structure and transparency to complex trust accounting, retainers, and case-based reporting. Our systems streamline reconciliation, compliance, and monthly insights — giving partners more time to focus on their clients.

Services

Bank/Credit Card Reconciliations

COA set up for specific industries

Bank Feed Categorizations Simple-Complex

Payroll Set up & Processing & State Returns

Expense Management simple or complex

Vendor Set Up & Management

General Ledger Maintance

Business Coaching

Inventory Management

Accounts Payable Management

Accounts Receivables Management

Cleanup / Catch up Projects

Financial Reporting simple-complex

Custom Designed Financial Dashboard

Preparing 1040,1040NR, 1120,1120S, 1065

Audits

Business Plan

Compliance With Tax laws & International

Strategic and In-depth Review

Organizing Workflow

Adminstrative tasks

Business Consulting & Advisory services

Fractional CFO services

Quickbooks set up and training

Year end tax preparation & CPA coordination

Financial projections & Cash flow

What we do

Our Services

Propel Your Presence with Proven Expertise

Automated Bookkeeping & Systems

Precision meets peace of mind. Intelligent cloud bookkeeping and AI-driven workflows that free your time and reduce mental load.

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AI-Driven Business Intelligence

Insight that empowers evolution. We transform data into living dashboards — revealing the trends, bottlenecks, and opportunities guiding your conscious decisions.

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Operational Flow Optimization

Simplify, automate, harmonize. We connect your tools, team, and time into one seamless process — restoring balance and efficiency across your business.

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Mastermind Training & Leadership Retreats

Elevate from doing to being. Our immersive retreats and workshops for executives, entrepreneurs, and teams blend conscious leadership, holistic nutrition, and quantum-based business mastery — helping you lead from clarity, presence, and inner alignment.

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Tax Preparation & Filing

Tax Preparation & Filing

We simplify your tax season with organized books, compliant reporting, and a stress-free process. Our approach ensures your financials are accurate and audit-ready, while considering the full picture of your business so you keep more of what you earn. Focused, proactive, and aligned with your growth.

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