OUR SERVICES
We take care of the details so you can focus on growing your business.
OUR GOALS
Provide education and support for small businesses
Use automation and technology to upgrade old bookkeeping and tax practices
Be a financial partner as your business grows
SET-UP AND CLEN UP
Perfect for the startup or first-year business.
This is where we spend some extra time and love to review your bookkeeping, make corrections if needed and updated processes to get you moving in the right direction.
CORE BOOKKEEPING
When you are ready to hand off the daily accounting, we can start to take over more of the time-consuming, day-to-day activities. At vine financial, we can merge to clean and modern bookkeeping + and point out that all our levels of bookkeeping receive the highest quality of bookkeeping, and quality of the work is important for all clients.
build a bookkeeping package based on your needs and budget.
- Properly setting up your Quickbooks and providing training if you are interested in handling the bookkeeping in-house.
- Cleaning up of prior years bookkeeping before year-end taxes are due.
- Any and all other ongoing bookkeeping needs of your company.
CFO SERVICE
Elevate your business with our Comprehensive Bookkeeping + packages. Clean books which gain insights into profitability, cash flow, and strategic planning with detailed analysis, forecasts, and budgeting support.
Our expert team works closely with clients to set and achieve goals, develop strategic plans, and maximize business value through effective exit planning. Let us help you navigate the complexities of financial management and achieve your business objectives with confidence.
TAX SERVICES
Experience peace of mind this tax season with our professional tax services. Whether you’re an individual seeking personalized tax assistance or a business owner in need of expert tax guidance, we’ve got you covered.
With a minimum fee of $750 for personal tax services, we ensure thorough and accurate preparation of your tax returns.
On the business side, our team brings extensive experience across diverse industries and entity types, providing tailored tax solutions to meet your specific needs. Trust Vine Financial Partners to handle your taxes efficiently and effectively, so you can focus on what matters most to you.
[COMING SOON]NEW EDUCATION PLATFORM
We are working on an education platform to reach more small businesses who can’t quite afford a bookkeeper or CPA. The training would include a 6-week group class that would walk through the basics of bookkeeping, set up, and tips and tricks so that people walk away with a solid blueprint for how to start their business.
BOOK A CONSULTATION NOW
We would love to learn more about your business and how we can help.
