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Expert Answers to Your Small Business Questions

Financing Options, Software Applications, Business Best Practices, Bookkeeping,

Small Business Software Support

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YOUR EXPERIENCED TEAM.  Experience beyond years.

Jim Thomas, President

Jim has 30 years of experience in retail and business banking for both community and national banks. He has spent ten years as a consumer and a business premier banker for Bank of America. His experience is unique as a seasoned commercial banker with both business development and treasury management skills. 


Jim has also been an SBA Business Development Officer recently.

Knowledgeable in commercial/industrial business loan development and in all treasury management products and services.

Denise Welch, Vice President

Denise has 30 years as an entrepreneur of 4 corporations in the Coachella Valley. 


As a former educator, Denise loves working with small business owners educating them on how to best operate their business efficiently and profitably. 

Extensive knowledge of business software technology both PC and Mac as well as recommendation capabilities and technology support of business software solutions​.


  • Small Business Consulting - $125 per hour (1 hr. minimum)


  • Small Business Financing Consulting - $150 per hour (1 hr. minimum)

  • QuickBooks Small Business Accounting System Setup - $499 


  • QuickBooks Monthly Reconciliation Bookkeeping Service - $600

  • Remote Computer Troubleshooting Support - $125 per hour 


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