Let’s Talk About
Your Portfolio

Janeen launched her staffing agency in 2013 and has been going strong ever since. Although she has a solid team of six recruiters to help her find and place qualified candidates, she is overwhelmed with the other responsibilities that come with running her business, especially the finances. Janeen could really use some help managing her books, especially with the steady stream of revenue coming her way!

Mat’s passion is to help people progress, and he believes it begins with the youth. Since 2010, he has worked with other nonprofits to establish grants to encourage people to pursue careers in the S.T.E.A.M. field. With only himself and a grant writer on staff, he is forced to handle a large part of the day-to-day operations. Because he is so busy, he has no time to sift through the never-ending receipts and invoices to get his business finances in order.

Tonya works from the comfort of her home and has grown her clientele steadily since she launched five years ago. She thoroughly enjoys problem solving and being creative, which is why she chose to start a graphic design firm in the first place. She is 100% hands-on with her clients and does not want to sacrifice that managing other essential tasks that do not interest her. Every year, she scrambles around getting all her tax documents together for her CPA and this year is no different. She has had enough!