Plan + Prosper Consulting’s goal is help you as the client achieve the success, organization, and growth that you are looking to achieve.
P+P Consulting is available on an as needed basis to provide 15+ years of experience and knowledge to various industries from hotels, restaurants, construction, development, etc. We are available to help train staff and put systems in place allowing your business to flourish and grow.
We can also provide ongoing business services on a monthly basis for those small businesses that do not have full time book-keeping needs. Plan + Prosper caters to a variety of clients from individuals, businesses (both small + large), construction industry, as well as Condominium and Homeowners Associations.
Services in many capacities are available. Set up a free 30 minute introductory call where we can discuss your needs + how we can help.
Individual Clients
Individual clients can look to P+P for help with their everyday finances. We offer help in all forms to individuals that may just need help creating a budget now that they are on a fixed income or individuals that would prefer someone else handle their day to day financial tasks. Plan + Prosper is there to create individualized service based on your needs and goals.
Some of the services that Plan + Prosper offers:
- Household Budget
- Organization – putting all your financial information together, bills, insurances, estate plans, etc
- Ongoing monthly Bill Paying
- Coordination with Accounting Firms, Insurance Brokers (life + property), Attorneys, etc.
These services can all be performed on an as-needed or ongoing basis depending on your individual needs.
Business Clients
Plan + Prosper can offer as needed or continuous service to business clients. With years of exposure to many different types of businesses from construction, development, hotels, restaurants, and more we are equipped to tackle tasks both small and large. We are available to offer assistance to help you continue to grow your business or just to take the pressure off during a particularly busy period.
Some Business Services that Plan + Prosper offers:
- Financial Organization
- Budget Preparation
- Employee Training
- System Implementation
- Temporary Bookkeeping (as-needed)
- Monthly/Quarterly Bookkeeping (ongoing)
- Business Plans + Strategies for Growth
Let Plan + Prosper create an individual plan for your business.
Construction Industry Clients
Through extensive experience in the construction industry we are able to offer a variety of services to businesses in the construction industry. With years of involvement in residential development taking projects from inception thru the design phase. Overseeing the construction and then handling the out sales, P+P comes with the background and knowledge to help contractors on various levels from bookkeeping, invoicing, organization, scheduling, just to start.
Some Construction Industry Services that Plan + Prosper offers:
- Invoicing
- Scheduling
- Bookkeeping (as needed or ongoing)
- Project Coordination
- Client Liaison
Contact Plan + Prosper and let us put a plan in place to address your businesses specific needs.
Condominium + Homeowner Associations
Plan + Prosper Consulting offers management services for both Condominium and Homeowner Associations. We are well versed in Associations through 15+ years in the residential development industry. Having been involved in various associations from creation to developer turnover to ongoing management and we can offer a variety of services including:
- Annual Budgets
- Maintenance Coordination (as-needed)
- Annual General Meeting Coordination (Noticing thru directing meeting)
- Monthly Bookkeeping Services
- Inspection Coordination
These services can all be performed as desired, there is a flat fee associated with each based on the size of the Association membership and complexities.
