BUSINESS SERVICES
Choose the business services to get Support you need, wherever you are in your business growth.
You’ll receive personalized guidance across all areas of your business including Fractional CFO, Retirement Plans, Tax Strategies, and Accounting services for entrepreneurs, business owners, real estate investors, and partnership investors.
Work Smarter, Enrich Your Life
Pay less in taxes by maximizing all the available deductions.
Make smarter decisions when your books are clean & organized.
Purchase more assets while reducing your total tax liability.
Get more deals by focusing on what you're best at. We'll do the rest.
Eliminate risks by always being compliant and up to date.
Profit more now that you know your numbers & how to use them.
Our Approach
Custom-built for you and your business, our financial expertise that allows you to focus on your business growth & profits. Get real-time feedback from your ProBooks team through regular meetings and communications. Along with expert accounting, create and execute on 90-day and 1-year and 5-year goals.
And through our secure, collaborative online portal, you can easily access any documentation you need during the filing process and year-round.
Tax & Accounting
With our CPAs and tax experts on your team, you can be sure you’re getting your maximum refund.
Entrepreneurship can feel like you’re on a rollercoaster, it’s thrilling and rewarding but with so many moving parts. Our business coaching services enable owners to solve business challenges by developing a roadmap and aligning your team. If you are struggling with defining your core values, breaking through the ceiling, or any of the other business challenges so many owners face, we can help.
- Business Assessment
- Business Roadmaps
- Core Value and Vision Alignment
- Communication Training
Doing the right thing for our clients, always.
Our investment strategy brings logic, transparency and simplicity to your life. We help you focus on the things you can control, so you can ignore the things you cannot.
Click below to learn more about our Evidence-Based Investing approach.
Our Approach
In furthering our mission to minimize the taxes and expenses of our clients and provide a comprehensive tax strategy and approach, we also offer these value-added tax solutions. In addition to extensive tax planning, this simplifies the tax completion process to give you a single source for every step from planning to filing.
And through our secure, collaborative online portal, you can easily access any documentation you need during the filing process and year-round.
Trusted Experts
With our CPAs and tax experts on your team, you can be sure you’re getting your maximum refund.
We've got you Covered
We will take care of your business and personal taxes. Need assistance with Depreciation or R&D tax credits? Sales tax? Don’t worry, we do that too.
Success starts with keeping score.
Don't know where your money is going? Let's change that, starting today.
Keep track of your money, and setting goals that lead to a life you love.
Reliable Bookkeeping
Our 100% US-based team ensures that your books are always up-to-date with no surprises!
Routine Check-ins
Don’t feel lost in the numbers. We’ll review your books with you each month so that you can effectively manage your finances.
Ready to take your business Pro?
You Have Questions. We Have Answers.
Choose by topics or browse the answers to the top questions we receive from people below.
Click for Frequently Asked Questions