Value Proposition
Stay focus
We help you stay focused and grow your company by integrating business and personal planning services.
Tailor-Made Solutions
We develop a customizable and unique plan for you and your business in areas of bookkeeping, accounting, taxes, personal finances, and advisory.
Peace of mind
We provide you with peace of mind by creating a plan, helping you execute it and staying on track to achieve your goals by taking care of the tedious part.
Strategy
1. Discovery
We will listen, so we can understand your desires, concerns, and goals.
2. Evaluation
We will analyze your current situation and determine the scope of work and strategies that suit your specific needs.
3. Proposal
We will communicate our proposal based on the two stages above.
4. Agreement
Both parties agree to the terms of the engagement and create a road map.
5. Get it done
We will crunch every single number so you can have fun building your future and your business.
6. Follow-up
As frequent as necessary so you and/or your business stay on track and up to date.
Portfolio
Bookkeeping
Bookkeeping is the process of recording and managing a business’s financial information consistently. It is the foundation that ensures business owners can measure growth and profitability to make sound decisions. It might NOT be FUN, so WE DO IT FOR YOU.
Accounting and tax
Every business and business owner needs to comply with different sets of rules and regulations such as preparation of Financial Statements, Income Tax returns, Payroll taxes, Sales tax. That is NERDY stuff, so WE DO IT FOR YOU.
Financial planning and coaching
We integrate your business and personal goals into a single strategy to maximize your overall growth potential and mitigate risks. We can coordinate many areas such as tax planning, budgeting, retirement planning, estate planning, and insurance planning.
Customer Testimonials
Kasey
Kasey Luft Inc.
“Bkcrunch has gone above and beyond my expectations and has become someone I trust implicitly to give me the correct tax advice as well as someone I have gone to for some personal, and soon corporate, financial planning advice.”
Francisco
Mondragon Contracting
“I was expending too much time trying to keep track and recording every transaction. With Bkcrunch, I am now able to bring more revenue because I can focus on providing my services while they deal with all the accounting side of my business.”
Natalie
Freelancer
“Bkcrunch provided me with the tools and the confidence to make the decisions that will get me where I only thought I could dream off. Now I am closer to being financially free while doing the things I love.”
Qualifications
