Partners

The Strength of Partnerships

Partnerships are the cornerstone of our holistic approach to financial well-being. By collaborating with professional entities like LSS Bookkeeping & Accounting and BLW Consultant Group/Treasure Coast Wealth Builders, we harness a diverse spectrum of expertise. This synergy ensures our clients receive comprehensive financial solutions.

LSS Bookkeeping & Accounting

Accountant

LSS Bookkeeping & Accounting is a premier accounting firm with a rich history that began in 2017, offering a comprehensive suite of accounting and tax services. With a team of accounting professionals & QuickBooks Online Advanced Certified ProAdvisors, our firm specializes in a broad range of functions from bookkeeping & accounting to tax preparation and planning for various entities, including large corporations. Our expertise encompasses accounting, taxes, QuickBooks Online training, and meticulous financial reporting.

The team at LSS Bookkeeping & Accounting is adept at managing the intricate details of costs, revenue, expenses, and comprehensive financial reporting — all vital to business owners. We are committed to maintaining accurate financial records and implementing accounting packages that are tailored to your specific needs. Our proficiency extends across state and federal tax, and accounting sectors.

The team at LSS Bookkeeping & Accounting is adept at managing the intricate details of costs, revenue, expenses, and comprehensive financial reporting — all vital to business owners. We are committed to maintaining accurate financial records and implementing accounting packages that are tailored to your specific needs. Our proficiency extends across state and federal tax, and accounting sectors.

Services

For your financial & economic well-being

  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliations
  • Payroll

Bookkeeping & Accounting

  • Financial Reports
  • Fixed Asset Reporting
  • Estimated quarterly tax payments
  • Sales and Use Tax filing and payments
  • QuickBooks Online Training
  • Business Consulting
  • Tax Preparation & Tax Planning
  • Tax Advisory Services

BLW Consultant Group/Treasure Coast Wealth Builders

Business & Finanacial Coach

Our focus is helping our clients develop and improving themselves financially using our Financial Life Support Program/Financial Literacy. Our Attorney-In-Fact specialists will guide you through your legal document preparation at a discounted legal rate.

Our Business and Financial Coaches will work with you to help heal your relationship with money and credit, while improving your credit score, and guiding you in creating budgeting practice through our Financial Literacy programs.

Our team is dedicated to guiding your real estate business goals, aligning with your objectives, and maximizing profitability. Allow us to oversee your business strategy and provisions to provide you the understanding of your business needs. Let us help you meet your company’s objectives & achieve success. Allow us to teach you how to manage every aspect of your business, from human resources to finance. We specialize in operations, marketing, and strategic management to create balance between profit and risk to increase business profits.

Services

Included (but are not limited to)

  • Wills & Trusts
  • 501(c)(3), LLC & Corporation filings
  • Credit Education & Modification
  • Business & Financial Coaching
  • Power of Attorney
  • Divorce
  • Family & Child Custody
  • Health Surrogate
  • Bankruptcy
  • Notary
  • Property Closings
  • Lady Bird Titles/Quick Claim Deeds
  • Legal Document Preparation/Prepare Court Motions 
  • And more…

Let’s Build Your Future Together

Let us guide you towards achieving financial freedom, ensuring a legacy for your family and a stress-free life.