Financial Report

NEXT LEVEL SERVICE

We want all of our customers to experience the impressive level of professionalism when working with Green Life Consulting. All of our services exist to make your life easier and stress free. You can trust us to supply you with the best products, as well as top quality customer service.

Bookkeeping Services

Progressive companies don’t wait to see what the future will bring. They shape their futures today.

Small businesses have to work strategically— they are facing advance technologies, global competition, emerging business models, changing customer and employee expectations, and evolving laws and regulations. This strategic process starts with a sound financial foundation. Therefore, it is vital to have accurate bookkeeping that is timely and streamlined ensuring your transactions and reconciliation avoids financial issues later on. 

 

We use QuickBooks Online as our bookkeeping platform, it is the industry leader and robust enough to handle 100% of the bookkeeping needs of practically all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient bookkeeping system, which increases accuracy and saves a tremendous amount of time and money. We are certified QuickBooks ProAdvisors. 

Our Bookkeeping services include:

  • Capturing and properly coding all bank and credit card transactions

  • Bank and credit card reconciliation

  • Accounts receivable

  • Accounts payable

  • Payroll processing and tax filing

  • Job costing

  • Inventory tracking

  • Fixed asset management

  • Sales tax accounting and filing

  • Financial reporting

  • Management reporting

  • 1099 filings

 

Business Advising

Our focus is to help you create value for your company, protect its value against unnecessary business risks, and transform your business. Our process is rooted in a risk management approach and a problem-solutions model.

Our Business Advising services include:

  • Business pitch

  • Business plan writing

  • Business development (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)

  • Research & Development

  • Business insurance

  • Staff sourcing

  • Merchant/Payment processing

  • Capital funding

  • Business education

Personal Finance 

What differentiates Green Life Consulting is our ability to truly connect with our customers, and provide the exceptional, compassionate service they deserve. 

 

Our Personal Finance services include:

  • Life Insurance

    • Term​

    • Permeant (whole life, universal life, indexed universal life)

  • Annuities

    • Fixed & Indexed

    • Immediate, Deferred

  •  Retirement Plans

    • 403(B), 457(B)​

  • IRA​

    • Traditional, ROTH​

  • Living Benefit​