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Our Vision:
Whether you’re an individual, a small business, or a mid-size company in the process of an expansion or start-up, let us guide you. You bring your dreams and we walk you through the steps hand in hand or take the reins in the registration, compliance, policy, and procedures, or formation of operations giving you the time to build your products or marketing strategies.
It is our mission to work together with you exploring the options available and taking the necessary steps to achieve your ultimate goal. Whatever your heart’s desire: as an experienced business developer, we are ready to help you start, operate, or implement your business.
We have expertise in accounting, regulatory reporting, operations development, system planning, and implementation. Bookkeeping, payroll, accounts receivable, accounts payable. Design and implementation of companies’ policies and procedures, compliance, regulatory audits, and reviews. Sales training and sales management. We want to be a part of your team to help you in building your legacy.
We personalize the cost of our services in the affordable range in order to assist you in achieving those objectives that you desire. Our team is here to act as your guide, joining forces along with you in order to build your company with less frustration and more simplicity.
Joyce Katzman Gonzalez
From Wall Street to Main Street, our founder, Joyce Katzman Gonzalez has 40-plus years within the financial services industry in addition to building various companies from FINRA registered broker/dealers, and trucking companies, to local contracting services for others.
She has been a financial service professional with experience in business management, customer service, and sales utilizing a multi-lingual approach. Over the years she has incorporated the use of Bi-lingual English/Spanish language skills to appeal to today's global needs for both domestic and international clients.