HistorySeed Money Consulting's mission is to partner with you, as an independent fee-only fiduciary, to help secure your financial safety and prosperity while adhering to laws, regulations, and our strong Code of Ethics. To accomplish this mission, we focus on client service and education to promote awareness, engagement, and accountability. Our services and educational efforts will center on concepts found under the umbrella of objective financial planning. Together, leveraging these concepts will aid us in implementing a comprehensive, tax-centered financial strategy.SpecialtiesWe prepare and e-file individual and business state and federal income tax returns. For businesses, we also prepare and file sales and payroll taxes We provide small business consulting including controller, treasury, audit, and governance. We are your CFO in a box! Our business controller services include: accounting, payroll, corporate recordkeeping, and state/federal regulatory filings. Our services include monthly management and shareholder reporting. Our business treasury services include: customized budgeting and financial forecasting, strategic business planning, debt management, and capital planning. Our services include monthly management and shareholder reporting. Our business auditing services include: Risk universe identification, audit plans, statements of work, workpapers, reporting and presentations, and corrective action follow up. Our services include monthly management and shareholder reporting. Our business corporate governance services include: bylaw creation, shareholder agreements, board policies, management procedures, standards of conduct, code of ethics, and key spreadsheet (model) validation. Our services include monthly management and shareholder reporting.

Hours

MGMT Heirloom Wealth

Metal Traders

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