business cONSULTING

Bookkeeping × payroll × tax

FINANCIAL PLANNING

 

How Healthy Are Your Finances?

Take our quick financial health checkup to see where you stand—and where you could be headed.

Start Your Free Financial Checkup

We are a fixed-fee service provider committed to helping you achieve financial security and independence. Our mission is to support your lifelong financial goals with professionalism and objectivity.

Starting your own business involves many complexities, from legal and regulatory requirements to financial planning and management. You need a trusted professional advisor who is passionate about numbers, highly organized, detail-oriented, and committed to your long-term success.

As your trusted business advisor I can help you:

  • Organize and maintain accurate business and financial records

  • Prepare and review financial statements to ensure accuracy and insight

  • Calculate taxes owed, prepare tax returns, and ensure timely payments

  • Identify opportunities to reduce costs, increase revenue, and improve profitability

  • Optimize cash flow management to support day-to-day operations and long-term growth

  • Ensure compliance with federal, state, and local financial regulations

  • Review and maintain accounting books and financial systems for accuracy and effectiveness

Are You on Track Financially?

Take our free, 5-minute Financial Health Checkup to discover where you stand—and what’s possible with the right strategy.

Start Your Financial Checkup
 

Let’s Connect

Whether you’re looking for clarity, growth, or a smarter financial strategy, I’m here to help. Use the form to get in touch—most messages receive a response within 24 hours.

📧 oscar@stratagemsllc.com