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Solutions

One business. Different needs. One point of support.

Small businesses often rely on separate providers for bookkeeping, tax preparation, compliance, operations, and technology.

Phoenix Libra brings these areas together to help owners better understand and operate their businesses.

Bookkeeping & Tax Preparation

Financial records kept in order all year long, not only during tax season.

Services included

  • Monthly bookkeeping
  • Financial record organization
  • Income and expense categorization
  • Account reconciliation
  • Financial document organization
  • Business registration support
  • EIN assistance
  • Tax return preparation
  • 1099 preparation
  • Small business administrative support
  • Management financial reports

Business & Compliance Consulting

Processes, documentation, and administrative structure so the business runs in order and can respond to regulatory requirements.

Services included

  • Business process organization
  • Documentation support
  • Regulatory documentation preparation
  • Compliance support
  • Support for TDLR-regulated schools
  • Administrative processes
  • Operational structure
  • Guidance for new business owners

Business Technology

Phoenix Libra doesn't just recommend better processes. We can also build the technology required to operate them.

Services included

  • SEO and local search visibility
  • Phoenix Assistant, powered by AI
  • Custom business management systems
  • Client and student portals
  • Attendance management
  • Payment tracking
  • Online examinations
  • Digital records
  • Dashboards
  • Workflow automation
  • Digital forms
  • Electronic signature workflows
  • Website chatbot
  • Integrations
  • Business websites

Business consulting and compliance support services are administrative in nature and do not constitute legal advice.

  • Bookkeeping
  • Tax Preparation
  • Business Operations
  • Regulatory Compliance
  • Custom Technology
  • Bilingual Support

Our approach

We don't build technology before understanding the business.

Phoenix Libra approaches technology from an operational perspective.

Before recommending a system, automation, or process, we first understand how the business operates, what information needs to be controlled, and where inefficiencies exist.

Then we build around the operation.

  1. 01Understand

    Understand the business

    We learn the operation, the people, and the information handled every day.

  2. 02Organize

    Organize processes

    We put records, documentation, and workflows in order before automating anything.

  3. 03Build

    Build the solution

    We design the system, tool, or process around that operation.

  4. 04Implement

    Implement

    We support the rollout and train the people who will use it.

  5. 05Improve

    Measure and improve

    We review results and adjust as the business changes and grows.

Your business doesn't need more disconnected tools. It needs a better-organized operation.

Let's talk about how your business runs today and what can be simplified.