Pillar 02 / Money

Money

Find the story behind the numbers, then keep them clean.

Financial review

Business Checkup: books, taxes, card processing, vendors and software
Financial records review and fraud risk analysis, up to 3 years back
Tracing payments and separating mixed business and personal accounts
Review of past tax filings done by other preparers
Credit card processing fee review and switching to a cheaper processor
Vendor and subscription review: cancel, renegotiate or combine
Duplicate-payment and overbilling recovery

Bookkeeping and tax

Bookkeeping cleanup and catch-up, rebuilding books from bank statements
Tax preparation for businesses and individuals, including correcting and refiling past returns
Monthly bookkeeping retainer
1099 preparation and contractor paperwork
Oklahoma sales tax filing setup
QuickBooks setup, cleanup and training

Financial planning

Job costing and draw-schedule tracking for builders
Lease vs. buy vs. build analysis
Cash flow forecasts and 12-month budgets
Pricing and menu profitability analysis (which items actually make money)
Break-even analysis for new locations, hires or equipment
Loan and grant application packages: financial statements, projections and business plans for banks and SBA lenders

Entry 06 / Training

Training

Skills that stay with your team after we leave.

Training

AI for small business workshops for chambers of commerce, churches and local groups
One-on-one coaching on QuickBooks, social media or custom tools
Staff training videos and quick-reference guides

Entry 07 / Estimate

Tell me what you need. I’ll send an estimate.

Check the services above, add a few details about the job, and I’ll reply within one business day with an estimate or a couple of questions. No pressure and nothing to sign up for.

Prefer plain email? Send your list to james@homefront.media.

Everything we can take off your plate.

Money

Growth

Systems

Strategy and operations

Training

Tell me what you need. I’ll send an estimate.