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How We Work

1. Check Credit Report

When you sign up, we instantly pull your credit reports. We organize it in a way that helps you identify items you want to challenge or change. This then helps us know exactly where to focus our efforts — and how to build a game plan to fit your personal goals and needs.

2. Challenge Credit Report

This is where it is so critical to have the experts on your side. We interact directly with the credit companies and help them to meet their obligations as applicable to your particular situation and plan. Then, we communicate with the credit bureaus to confirm that the appropriate changes have actually occurred. We know the industry - and we know how to use the rules to protect you.

Ask about Tradeline options!  

3. Change Credit

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Score Tracking & Analysis

Mobile App

Text and Email Alerts

Credit Monitoring

Tax Planning

Federal Filings

  • Individual Tax Return Preparation 

  • Corporate Tax Return Preparation 

  • Partnership Tax Return Preparation 

  • Trust Tax Return Preparation 

  • Employee Benefit Plan Return Preparation

​Louisiana Filings

  • Individual Tax Return Preparation

  • Corporate Tax Return Preparation 

  • Partnership Tax Return Preparation 

  • Trust Tax Return Preparation 

  • Sales Tax Preparation

  • Personal Property Tax Preparation

Internal Revenue Service Audits

  • Individual Audits

  • Small Business Audits

  • Partnership Audits

  • Payroll Audits


Month end Closing

  • Reconcile all checking, savings and credit card accounts, bank loans, & inventory

  • Calculate sales and produce detailed sales reports showing job profitability and progression

  • Create a monthly P&L report and Cash Flow statement

  • Each report is customized to your business so that both of our teams can benchmark performance

Accounts Receivable 

  • Set up new customers

  • Enter orders and create sales orders (or work orders for service related sales) from customer purchase orders

  • Track job progress


  • Manage Purchase Orders

  • Manage inventory quantities using QuickBooks

Payroll Duties and Responsibilities

  • Set up employees, partners, and 1099 contractors, tax information as well as any and all “extras” such as garnishments, child support, bonus payments, commissions, and cash advances.

  • Create Direct Deposits and manual payroll checks for employees and partners

Stationary Services

Print & Copies

  • Black 8x10 page - $.13/One Side

  • Black 11x17 page - $.20/One Side

  • Color 8x10 page - $.65/One Side

  • Color 11x17 page - $.70/One Side

Scan & Fax

  • $.49/minute

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