We're dedicated to providing comprehensive tax strategies that not only ensure compliance but also maximize your savings and benefits. Both tax preparation and tax planning are crucial for financial health. While tax preparation ensures you meet legal requirements, tax planning helps you keep more of your hard-earned money.
We meet with our tax planning clients at least twice a year to review their income, goals and tax projections. Tax Planning is a long game that looks at not just saving this year, but saving over a lifetime.
Let's chat about the season you're in with life and business and what tax options would be the best fit for you.
We understand that effective tax planning and preparation is not a one-size-fits-all affair. That's why we offer customized tax packages designed to align seamlessly with your unique financial landscape.
Preparation starting at $1,200
Planning packages start at $350/mo
Tax Strategy & Preparation
When you’re unsure how much you’re making and whether or not you can pay yourself, the stress piles on.
With this monthly service, you will have peace of mind that your bookkeeping is done properly and your taxes are compliant. You will no longer need to spend time worrying about your finances, you’ll know what your profits are, what services are generating the most revenue, where you can cut expenses, when you can afford employees or team members, and where your money is going.
You will have me guiding you through the best strategy to save money so that you can invest it back into your business and your life — which could mean paying yourself a worthy paycheck for the first time ever.
Quite simply — knowing your numbers = more profit = more time, more impact & more freedom.
Get ready for maximum clarity.
As a business owner, knowing your numbers is everything and being in the dark around your finances causes stress, confusion around taxes, and a lack of data to back up business decisions.
Investment starting at $450 per month
Bookkeeping & Advisory
We'll setup Xero for you and train you on how to use it! We help you choose the right version for you, adjust all of the settings to fit your business needs, connect your business bank accounts and credit cards, and create your Chart of Accounts. After the setup, you'll have a Xero Online account that is ready to use and a recording of our 1 hour training for your reference!
After submitting payment you will be taken to a calendar page to book your setup and training time.
If you're not quite ready to hire a bookkeeper but would like to have a better understanding of your profits each month this is the option for you.
$500 Investment
Xero Setup & Training
Let's Chat
Let's chat and see if we're a good fit. I love would love to get to know you, your business, and hear about your goals for the future.
Hiring a bookkeeper is a long term relationship and I believe in making sure you'll enjoy working with me.
Wondering what it would look like to have a CPA on your team?
Let's get started!
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