Personalized Small Business Support
Your business is our business. We believe in making your dreams and goals a reality, so you can focus on what matters to you. You started your business to take back control of your time, so let us take the financials off your plate so you can focus on what really matters to you. We're prepared to help you at any level, from impartial advice or practical assistance to help you make the most of every opportunity.
Whether you're just starting out or looking to restructure we've got you covered. Our mantra is: analyze, identify, advise, execute. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way. It's one thing to have someone take care of your books, and another thing for someone to truly care about your business' wellbeing.
Having worked in the finance world my entire professional career- banking, mortgages, accounting, payroll, customer service- I know the struggles small businesses tend to find themselves with, and I am passionate about finding solutions that help you focus on what matters to you.
All packages include email support and year-end reports *Accounting software fees NOT included, but offered at a discount through affiliate link*
Up to 50 transactions, 2 bank/credit card accounts. Includes transaction categorization, account reconciliation, quarterly reports, and quarterly estimated tax reporting. AP/AR available at additional cost
Up to 150 transactions, up to 3 bank/credit card accounts. Includes transaction categorization, account reconciliation, quarterly reports, and quarterly estimated tax reporting. AP/AR available at additional cost
Up to 250 transactions, up to 4 bank/credit card accounts. Includes transaction categorization, account reconciliation, quarterly reports, and quarterly estimated tax reporting. AP/AR available at additional cost
All packages available at a discount when added to bookkeeping services. Also available as a stand alone service. Payroll software NOT included, but may be available at a discount through affiliate link.
1-5 employees
Pricing: Add on/Stand alone
1-5 employees
Pricing: Add on/Stand alone
Varies
After 14 in retail banking and mortgages and seeing the struggles that everyday business owners faced, I decided that there had to be a better way to help people achieve their goals and dreams. Thus, Professional Services of Tampa Bay was born. I decided to pivot my focus and provide real help that made finances easy for small business owners. I take a personal approach and invest myself in the success of my client's business endeavors.
We start with a comprehensive consult to help identify pain points, gaps and opportunities, a cost analysis, and a schedule. We also offer bundled and standalone packages. We will work quickly and efficiently to get your books up to date and stay up to date, ensuring your success.
Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve. Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.
We work exclusively in QuickBooks, get your discounted QuickBooks Subscription by following the below link
Professional Services of Tampa Bay, LLC - Welcome to Complete Business Group (CBG)
Dive into the world of profit and loss reports and balance sheets with my FREE Guide!
Understanding your company's financial performance is a game-changer, and this eBook is your key to financial insight. Uncover the secrets of profit and loss reports, learn to read balance sheets like a pro, and make strategic decisions that will drive your business toward success.
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