Our Accounting & Bookkeeping Service is designed to provide comprehensive financial management solutions for businesses. With our expertise in accounting and bookkeeping, we ensure accurate record-keeping, timely financial reporting, and adherence to regulatory requirements. Our service is flexible, accommodating on-site, mobile, and virtual appointments to meet the unique needs of our clients. By entrusting your accounting and bookkeeping tasks to us, you can focus on growing your business knowing that your finances are in capable hands.

Book your first FREE 20 min Financial coaching session with Iyesha J!  We will tailor your first free session to assist you with the following:

- Defining your current financial goals (savings, investing, debt pay-down, etc) and getting a clear picture for what you hope to achieve as far as personal finances go

- We will discuss Budgeting Strategies to help you meet set SMART (Specific, Measureable, Attainable, Realistic , Timely) goals over a planned time frame

-Action steps that you can follow immediately upon ending your first session.

This session is tailored for individuals who have completed their first Free 20 min Session with Iyesha J. This session is for clients who are ready to take control of their personal finances and need a more personalized structure tailored specifically to them and their financial situation. This session is highly recommend for individuals who need assistance with the following:

Paying off  student loans or credit cardsBuilding up savings and/or a solid Emergency fund (6-12 months of expenses)Building better spending habits overallGetting out of the cycle of living paycheck to paycheck 

 These sessions will occur over an agreed upon time frame for which you will gain the following :

Personalized budgeting strategy created specifically for YOU in order to assist you in meeting your defined financial goalsBi-weekly 1 on 1 coaching calls with Iyesha J Month to month financial breakdowns, ratios and in-depth analysis of personal spending, debt, and savings.Money behavior and mindset transformationIncreased Awareness of basic financial concepts, and pro tips to help you build a solid financial foundation.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Bringing in all of the current years documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be refunded to you if you are on time for your appointment. (10 min grace period) Bringing in all of the applicable documents help us to quickly prepare a tax return that results in the lowest allowable refund.

The fee charged by Unbreakable Tax Service to prepare tax returns is $400 per year and $500 per amendment. Standard appointment booking fee is $25 and it is not refundable if you miss your appointment. The fee will be returned to you if you are on time for your appointment. (10 min grace period) Having all of the applicable documents and totals for your deductions in front of you will help us to quickly prepare a tax return that results in the lowest allowable refund.

Pour exécuter votre planification stratégique, nous fournissons des solutions pour obtenir des subventions, des prêts ou des fonds propres en vous aidant à créer un plan d'actions, des projections financières raisonnables, des présentations aux investisseurs, et plus. 

Services d’accompagnement personnalisés en financement. Les services d’accompagnement personnalisés en financement s’adressent aux entrepreneurs ayant une marge de manœuvre par rapport au financement de leur organisation. Si vous générez déjà des revenus et manquez de temps pour financer vos activités de manière optimale, nos services pourraient vous intéresser. 

A.Rétroaction personnalisée

Vous avez déjà rédigé vos documents de financement, mais avez besoin d’un avis externe afin de vous assurer de cocher toutes les cases ? Envoyez-nous vos documents à l’avance (jusqu’à 15 pages de texte), et parlez à l’un de nos experts lors d’un rendez-vous Skype ou d’une rencontre d’une heure à nos bureaux.

Coût: 150$ (7$ pour chaque page supplémentaire). 

B.Accompagnement complet

Vous savez que vous passez à côté de maintes opportunités de financement, mais vous êtes trop occupé.e à exercer vos activités entrepreneuriales. Vous avez pourtant conscience que, si vous obteniez du financement, votre croissance pourrait être accélérée. Propulsio360 vous offre un accompagnement complet afin de s’occuper de cette tâche fastidieuse: 

Élaboration   d’une   stratégie   de   financement   en   fonction   de l’avancement et du profil de l’entreprise; Rédaction de documents de financement;Correspondance auprès d’instances de financement lorsque possible; Suivi des modifications demandées.

Coût: Sur mesure.  

C.Gestion de projet pour les partenariats de recherche 

Vous avez pris la décision que la meilleure avenue, pour vous, est d’obtenir du financement pour un partenariat en R&D. Votre organisation a le vent dans les voiles et désire développer ses produits.Dans un tel contexte, il est possible de mener des partenariats de recherche avec des organisations chapeautées par des instituts de recherche. 

Propulsio360 offre un accompagnement complet pour vous aider à accéder au financement et à mener le projet de recherche à terme: 

Accompagnement pour la recherche d’un partenaire de recherche;Rédaction   juridique   d’une   entente   partenariale   avec   droits   et responsabilités pour chaque partie prenante;Rédaction des documents pour la demande de financement;Modification des documents pour le financement;Suivi de la gestion de projet de recherche;Envoi des comptes à rendre aux instances de financement en lien avec le projet. 

Coût: Sur mesure. 

*Si vous prenez plus de $1,000 de services Propulsio 360 après la rencontre initiale, le montant de $150 vous sera crédité durant votre prochain achat.  

Comprehensive individual tax return + investment property, additional properties are an extra $85.00 per property.

Comprehensive individual tax return + investment property for two or more with, additional properties are an extra $85.00 per property.

Suited to Subcontractors, Family, Small business partnership with no financial statements.

Allow us to 'get-to-know' you, collaborate and invest this time to discover synergies and endless financial possibilities over a ZOOM (online face-to-face call) or over a coffee.

This hour is all about you! ...where you are today and where you want to be in the future. We will map out your financial goals together through this goal-setting session.

Thank you for taking the initial step to invest an hour of our time together to explore your financial aspirations. We can't wait to share the exciting pathways we've discovered for you to achieve your dreams and aspirations. Let's explore it together in this meeting!

Includes treatment and acupuncture if needed. We direct bill most of the insurance companies call (780-569-2000) for more details.

Please bring in the claim number, and insurance details. Insurance will cover the assessment and treatment costs

The Financial Industry Regulatory Authority (FINRA) requires all individuals working in the financial sector to be fingerprinted. Fingerprinting can be done using the FD-258 ink cards or can be done using a livescan fingerprinting scanner.  FingerMetrics will offer these services to you however you want your fingerprints to be collected. Get Fingerprints today! 

ADULT

 

§  Letter of Employment/Pension/Other Income or last audited financial statement

§  Any two forms of identification: Valid Passport, T&T Identification Card, Driver’s License, Birth Certificate

§  Evidence verifying residential address: Copy of paid utility bill such as water, electricity and/or telephone, current Bank Statement (not older than 2 months) - If Utility Bill is not in your name, an Authorization Letter from the person and a valid copy of their ID to be attached

§  A Certificate of Registration as a resident of Trinidad & Tobago (Non-Nationals)

 

YOUTH (18 years and under)

§  Copy of Birth Certificate (original must be produced to authenticate copy)

§  Signature of parent or guardian on application form

§  Copy of parents' ID

 

SELF EMPLOYED/SOLE PROPRIETOR/COMPANY DIRECTORS

§  Articles of Incorporation, Notice of Directors, Notice of Secretaries, Notice of Registered Office & Certificate of Incorporation

§  Proof of income

 

GROUPS/CLUBS

 

Minutes approving membership of club and authorized signatories to account

 

SHARE SAVINGS & ENTRANCE FEE

§  $100.00 minimum ($60.00 to Shares and $40.00 Entrance Fees)

LOAN AMOUNT
Minimum – $500.00
Maximum  – $400,000.00

INTEREST RATE
1% orb

COLLATERAL
Shares are the main collateral security.

FEATURES
Qualification is based on ratio of shares.
Loan can be granted within 24 hours if shares balance is more than loan balance.

DOCUMENTATION
Applicants may be required to provide documentation in support of loan applications above $15,000.00.

TERM
6 months – 7 years

REFINANCING
Loan can be refinanced at any time.

PREPAYMENT PENALTY
Five (5) months interest.