At the highest level, Herij Matrix consulting services focus on our clients' most critical issues and opportunities.
We start every engagement with a 15-minute Discovery Call to determine if our services are warranted. If there is a mutally benefitting agreement that can be made, we will schedule a Proposal Consult to drill down on your Financial Roadmap and Strategies needed to propel your portfolio forward.
Your solution can be as simple as a custom Accounting Ledger or a full-fledged file migration of data to manipulate and extract data into a Service Bureau for thousands of Tax Professionals to use during Peak Income Tax Season.
Let's Work Together Personally, we enjoy sharing advice on how your family can keep more of your hard earned money. This is by properly asking the correct questions to get a clear picture of how your family moves, adjustments that may be needed, and ultimately transmitting your documents to the Internal Revenue Service with puntuality.
- Bookkeeping - Tax Resolution
- Tax Planning
As a Small Business, we nurture of Micro and Small Business clients that may require Bookkeeping services to assist with the maintenance items that will be asked on a Schedule C. Although, we have spent years focusing on the Schedule C client, we are well vversed in the 990 Non-Profits, 1065 Partnerships, S-Corp to C-Corp entities as well.
We began the journey into Taxation via Mr. Ambroise Tax School at Jackson Hewitt in Marietta, GA 2001. After meeting with Families, Micro Business Owners, and Truckers, and exceeding their expectations, we've never looked back. We love Numbers at Herij!
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Our LMS will provide instructor led and at-your-pace classes focusing on Taxes, Life Insurance, Marketing, Home Ownership, and Sales Tactics for the Financial Services Industry. Classes are held 90% online via LNU and the modules are open 24/7.
Get StartedCatering to our clients that actually prefer Life Insurance thats truly simple, we have a solution to receive high-quality, term life insurance with no or minimal medical visits.
With just three requirements to meet we have packages that start generously at $10k for Individuals to apply for and use to make home, auto, medical decisions or investments in your business. Loans are capped at $400k and PG is required.
