Executive & administrative management
Day-to-day oversight of operations, so the routine decisions and administrative load stop landing on the owner and the business stops running on one person.
Services
Eleven service lines, engaged as a full package or in the pieces you need. Twenty-one years of doing this work for owner-operated businesses. Scope is set per client and updated by written agreement.
Day-to-day oversight of operations, so the routine decisions and administrative load stop landing on the owner and the business stops running on one person.
Pricing, margins, staffing, and expansion decisions argued from your actual numbers — with twenty-one years of pattern recognition behind the advice.
Books kept accurate and current, so you always know where the business stands without reconstructing a quarter first.
Reporting, budgets, and cash flow forecasting clear enough to act on — and ready the day a lender, auditor, or buyer asks for them.
Payroll processed accurately and on time, with payroll tax reporting handled and filed for you.
Sales and income tax filings prepared and coordinated on the calendar rather than at the deadline, across every jurisdiction you sell in.
Loan packages prepared, presented, and negotiated through to funding. We maintain an extensive network of financial institutions, so your application goes to lenders who fund businesses like yours — clients have secured approximately $50 million this way.
Support staying compliant and managing the vendor and banking relationships the business depends on.
Direct coordination with attorneys, accountants, lenders, and government agencies on your behalf, so you stop relaying messages between your own advisors.
Help securing and maintaining the licenses, permits, and insurance your business is required to carry.
Point-of-sale systems set up and maintained so checkout, reporting, and reconciliation stay reliable.
Three straightforward structures, combined to fit the engagement.
A flat monthly fee covering standard accounting and administrative services.
A flat monthly amount or an agreed percentage of gross sales.
For work outside the standard scope, plus travel time and expenses.
Three things: business services (bookkeeping, payroll, sales and income tax, licensing, POS), business management (executive and administrative oversight of day-to-day operations), and business consultation (strategy, margins, expansion, and financing). Most clients engage all three, but you can start with one.
We are based in Minneapolis, Minnesota, at 9601 Humboldt Ave S, and work with owners across the Twin Cities metro, including Saint Paul, Bloomington, and the surrounding Hennepin County area.
Retail, restaurants and cafes, hotels and motels, and wholesale and distribution. We are currently expanding into dental and medical clinics. Over twenty-one years we have worked with more than a hundred owner-operated businesses.
Yes. We prepare and present the full loan package, then take it to the financial institutions in our network rather than only your existing bank. Our clients have secured approximately $50 million in financing this way.
Three structures, combined to fit the engagement: a flat monthly fee for standard accounting and administrative services, a management fee charged as a flat monthly amount or an agreed percentage of gross sales, and an hourly rate for work outside the standard scope. Scope and pricing are set per client.
No. Scope is set per client and updated by written agreement, so you take the services you need and add to them as the business grows.
You do. Your accounting records, books, and supporting documents remain your property throughout the engagement.
Tell us what the business needs and we'll put a proposal together.