It is not about more revenue in your business but more profit to the bottom line. We work closely and strategically with clients to increase their profits.

So how do we do this? We provide three critical services our business clients need – accounting, taxes and business advisory.  We provide these services like virtual CPA’s and CFO’s for our clients, as many small to medium business owners cannot typically afford them. We provide these services to clients for a fraction of the cost.

How do we improve the profitability of our client’s business?

KPI’s – We determine the key performance indicators for your specific business and help you understand them so that you can make better informed decisions.

Business Performance Review – analyzes your business over the last three years and critical trends in your business.

Critical drivers – These drive profit directly to your bottom line. Every business has 4-5 critical drivers unique to their business yet business owners don’t know them, manage them and hence drive them. They leave money on the table every time. We know how to identify them for each business and set up measures for them to focus on.

Budgets – We prepare budgets for our client’s business costs for the next 12 months and differentiate between fixed and variable costs and come up with a breakeven point, that is, how much money that need to bring in to make no money (breakeven) and break it down to a daily/weekly or monthly number that is easy to know, remember, understand, and focus on.

Forecasting – of the sales and revenue targets for the next 12 months and then linking the budgets and cash flow to allow business owners to understand their cash position. 90% of businesses do not do this. It will give you an edge!

Complimentary Business Assessment – that you can use to understand how we work with our clients.

The process is very simple:

  1. Choose from one of three available assessments:

    • Business Improvement – This assessment focuses on budgeting, cash flow, financial management and systems and ways to improve your business results.

    • Succession Planning – This assessment focuses on succession planning for your business.

    • Performance Management – This assessment focuses on understanding key metrics in your business and how we can provide the information you need to measure and manage the progress of your business.

  2. You will be taken to a login page, where you will be asked to submit some details and create a user name and password for yourself. It can be anything you choose; your password needs to be 6-10 alphanumeric characters.

  3. You will then be taken to the assessment of your choice.

  4. Once you have finished working through the assessment, click on Logout.  We will then send you the report generated and we will go over any questions that you may have.  Our business advisory services focus on the areas identified in the assessments and we can possibly work together to achieve the results you are looking for.

Business Advisory Services include:

Monthly, quarterly or annual business analysis
Monthly, quarterly or annual meetings via video, telephone or in office
KPI and critical driver analysis
Business performance review
General management advice
One page business plans
Team analysis
System analysis
Business assessment


Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll


Our free online assessments for Business Improvement, Succession Planning and/or Performance Management of your business.  You complete the assessment and TRUST generates a report based upon your situation.


Go Mobile!

...and get what you need, when and where you need it!

Phone: (704) 544-7600