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Business services in San Marcos, CA

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Legacy Wealth Builders

We work with the top 150 A+ rated companies in the Financial, Investment and Insurance Industries. They pay us and we provide all of our services FREE of charge for our Clients. We are not Captive so we are not limited on tools available from just 1 or 2 companies. And we have no quotas so the only priority is what's best for our client's needs.

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(760) 593-7757
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Michael Schmitz - Edward Jones

Personalized financial guidance for every stage of life. Whether you’re investing, planning for retirement, or simply looking for a second opinion, I’ll take the time to understand your goals and create a strategy tailored to you.

We are a Salon/Spa Business Consulting and Training company specilizing in the needs of those who own or manage Salons & Spas Empowering business owners by equipping you with the skills, knowledge, abilities and confidence needed to successfully operate and manage your business for sustainable profitability over time. Our approach is simple. Considering our coaches and trainers have solid industry experience, we understand your situation is like no other. Many salon/spa owners are utterly intimidated by mathematics and numbers. Well, since success in business is based on the bottom line, it is critical to understand how your numbers affect your business. As part of our business strategy, Empowering You Consulting helps clients understand numbers, making sense out of what seems to be a daunting task, and ultimately replacing fears with facts.

The Business Skeleton

We specialize in small business financial management and business development. Our services also include bookkeeping and those specific to contractors. Financial Management Services - Prepare P&L and Cash Flow Budget - Prepare Cash Flow Forecast - Prepare Profit Analysis - Prepare Sales Break Even Analysis Business Development Services - Develop vision, mission, core values - Setup procedures & processes - Analyze revenue & profit centers Bookkeeping Services - Bank Statement Reconciliation - Prepare and process payroll - Accounts Receivable & Payable - Chart of Accounts Setup and Review - Tax Preparation Contractor Specific Services - Prepare job costing & analysis reports - Prepare job costing payroll - Integrate QuickBooks with third party software - Analysis on service rates & billings - Customized Contractor forms - Prepare contract and T&M Billings - Prepare waivers & releases - Prepare Insurance Audit Information Our purpose is to bring financial and business clarity to organizations so they can grow & develop. We love working with people that are passionate, hard working, motivated and believe in their product and/or service. We are a certified QuickBooks Pro-Advisors and experts in Microsoft Excel. We use these tools and others to provide clear and useful reporting and analysis for our clients. We would love the opportunity to meet with you!

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(858) 877-8171
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