WORK WITH NATALIE AND HER TEAM

Bookkeeping Services

With over 15 years of extensive experience in financial management within various companies, select your trusted associate to assist in managing your company's financial records effectively.

Insurance Administration

As a licensed professional in Life & Health Insurance, discover how integrating administrative support into your business operations can reclaim valuable time for you, enabling you to concentrate on your core strengths and maximize your expertise.

Operations Development

Operational support is essential for the efficiency of many businesses. Learn how integrating our team into your operations can streamline time-consuming tasks while maintaining cost-effectiveness and minimizing overhead expenses.

Bookkeeping
Services

needs based pricing

Begin exploring your relationship with one of our bookkeepers to discover the best fit for your business needs. We take the time to understand you and your business, and build our pricing to be fair and economical. Focus on your passion and leave the finances to us.

fractional cfo / tax advice

We have you covered there, too. Let us know and we will include that topic in our discovery call. Our team has experience in tax, tax planning, and accounting in both the private and public sectors.

Fractional CFO services are in high demand. Our team possesses a wealth of experience in guiding numerous small businesses to success.

A SMALL LIST OF What We do

  • PAYROLL

  • ACCOUNTS PAYABLE & RECEIVABLE

  • MONTHLY RECONCILATIONS & CLOSINGS

  • MONTHLY FINANCIAL REPORTS

  • CASH FLOW PLANNING

  • GENERAL LEDGER MANAGEMENT

Schedule a call with our team today!

Insurance
Administration

INSURANCE AGENTS

Are you an insurance agent that is looking to delegate your daily administrative responsibilities? Our team specializes in managing paperwork and supporting you with getting your sales across the finish line, allowing you to concentrate on your core strengths of meeting clients and safeguarding their financial well-being.

Licensing

Licensed in the state of Minnesota for Life and Health insurance.

License #40571130

A SMALL LIST OF What We do

  • ADMINISTRATIVE TASK MANAGEMENT

  • COORDINATING AGENT’S CALENDAR

  • CLIENT INQUIRY RESPONSE

  • MARKETING & LEAD ASSISTANCE

  • SALES REPORTING

  • UNDERWRITING ASSISTANCE

Schedule a call with our team today!

Operations
Development

Build Your Team

Transitioning to our team within the Operations division promises a seamless onboarding process. Backed by innate talents and extensive experience, we are poised to seamlessly integrate our expertise with your business operations, elevating your operational efficiency to new heights.

Operational Excellence

We offer a comprehensive range of services tailored to meet your business needs. From addressing Human Resources requirements to streamlining process development, our team will serve as a cornerstone in advancing operational excellence and driving process improvement initiatives throughout your organization.

A SMALL LIST OF What We do

  • ANALYZE CURRENT PROCESSES

  • DEVELOP & IMPLEMENT SOP’S

  • PROCESS IMPROVEMENTS IMPLEMENTATION

  • HUMAN RESOURCES & PAYROLL

  • LEAD PROCESS IMPROVEMENT PROJECTS

  • MONITOR & EVALUATE KPIs & METRICS

Schedule a call with our team today!