Business Services
When your business is thriving, the numbers can get overwhelming, fast. Most entrepreneurs are so caught up juggling the multiple roles they have, they ultimately neglect the one thing that keeps their business alive, their finances!
That’s where we come in.
We help high-income business owners like you design smart financial systems, structure their finances like a Fortune 500 company and maximize every dollar spent and earned—while saving every dollar we can in taxes. With our solutions, you will make data-driven business decisions like a true CEO.
Tax Strategies and S-Corp Filings That Save You Thousands
Taxes are NOT a year-end drama, it’s a year round business plan! “Surprise” tax bills can be expected, accounted for and reduced with the help of this service. If you’re not taking advantage of an S-Corp election, you’re paying too much in taxes. You can save thousands each year with this single move alone! We get to know every inch of your business and apply the tax strategies that will not only reduce your tax liability, but also help you meaningfully invest back into your business.
Bookkeeping: Organized, Accurate, and stress free
Messy books don’t just cost you in mistakes—they cost you in taxes, business growth and avoidable headaches. We establish or transform your bookkeeping into a streamlined, reliable system that properly organizes your money so you can see exactly where your money is going. This process makes tax preparation seamless and worry-free, because every month we will keep your books clean.
Accounting That answers your toughest questions
Maybe you have your bookkeeping in place, now what? Go beyond just tracking numbers and fully understand them. Accounting is the language of money, and this service will provide you with the financial reporting process every single million dollar company has. With professional outsourced accounting, you will easily uncover answers to the most pressing questions you have about your business. Which product is making the most money? What are the ways to increase revenue? How much will I owe in taxes? The answers are hiding in your data!
CFO-Level Guidance Without the Full-Time Cost
CFO’s are the future focused team members that bring your business visions to life. This service is for business owners that want to know what to do next to grow their income, remove themselves from operations to have more personal time or even create plans for expansion. The main problem is, their expensive. Virtual CFO services give you executive-level financial insight at a fraction of the cost. From cash flow forecasting to strategic financial planning to pricing strategy, we’ll run all the numbers to help you make decisions like a CEO.
A La Carte Services and Pricing
-
$500 one-time fee
Maximize your tax savings by electing S-Corp status. We’ll handle all the necessary paperwork and guide you through the process, ensuring you benefit from this tax-saving strategy. This service includes a comprehensive consultation on whether an S-Corp election is the right fit for your business, and seamless filing with ongoing support.
-
Starting at $500. Varies based on number of calls needed.
Need expert advice on your business finances? Book a one-on-one consultation with me. Whether it’s understanding cash flow, developing tax strategies, or growing your business, I’ll provide personalized insights to solve your toughest financial questions.
-
Starting at $1,200 and $3,000 respectively and varies based on complexity and number of years needed.
Whether you’re starting fresh or need to organize your current books, I’ll set up or clean up your QuickBooks account to ensure it’s accurate, streamlined, and ready to handle all your financial tracking. This service is essential for ensuring clean financial data and smooth tax filings.
-
$1,500 (with optional quarterly reviews at $500 each)
Don’t wait until tax season to plan your savings. I’ll develop a year-round tax strategy tailored to your business, helping you avoid surprise tax bills and optimize deductions to save you thousands. This service includes ongoing reviews to keep your tax strategy aligned with your goals.
Packages
Foundation
$500 per month
Billed semi-annually
Establish Your Financial Baseline with Professional Bookkeeping and Accounting
Perfect for businesses looking to create a reliable financial foundation. This package offers the essential bookkeeping and accounting services you need to keep your business running smoothly. Our expert team ensures that your books are clean, accurate, and up-to-date so you always know where your money is going.
What’s included:
Comprehensive bookkeeping services to keep your financial transactions organized.
Basic accounting services, ensuring your financial reports are accurate and easy to understand.
Monthly meetings to review your financial performance and stay fully informed on how your money is working for you.
Ideal for entrepreneurs who need clarity and structure in their finances without the complexity of higher-level strategy.
Growth
$900 per month
Billed semi-annually
Optimize Your Business with Tax Strategies and Advanced Accounting
Ready to scale? This package provides everything from the Foundation level, with additional services aimed at optimizing your business through tax-saving strategies. If you’re not taking advantage of an S-Corp election or other tax-saving tools, you could be leaving thousands on the table.
What’s included:
Everything from the Foundation Package.
Year-round tax strategy consultations to ensure you're paying the least amount of taxes legally possible.
Full S-Corp filing services to help you save thousands in taxes every year.
Advanced accounting services to uncover deeper insights about your revenue streams and profitability.
This is for business owners ready to maximize tax savings and get more from their accounting.
Mastery
$1,300 per month
Billed semi-annually
Strategic Financial Leadership with CFO-Level Guidance
For businesses ready to scale to the next level, the Mastery package offers virtual CFO-level services without the cost of hiring a full-time executive. We’ll dive deep into your financials, create a strategic roadmap, and provide ongoing financial insight to help you make CEO-level decisions with confidence.
What’s included:
Everything from the Growth Package.
CFO-level financial guidance, including strategic planning, budgeting, and forecasting to support business expansion.
Bi-weekly meetings with a dedicated financial expert for real-time financial oversight.
Custom pricing strategies and in-depth analysis of cash flow and profitability.
Ideal for businesses that need executive-level financial support to drive growth and long-term success.