Growing your team and hiring an accountant is a total CEO move, and we can’t wait to work with you!
As you know by now, we are a team of small business accountants that focus on helping female entrepreneurs gain financial clarity and confidence. We understand that growing a business comes in phases and we're here to support each of those phases.
If you are just starting out and trying to DIY it all, we offer a course that teaches you how to DIY the bookkeeping. If you're ready to outsource the taxes but not the accounting, we offer a la carte tax planning and preparation. And, if you're to the point where you want an accountant in your business full-time, we offer CFO packages that take everything off your plate. We're talking the works! Bookkeeping, payroll, entity formation, tax planning, tax preparation, and advisory services.
Get financial and coaching support, all in one
Consult a knowledgeable accountant whenever needed (my CFO clients have full-time Voxer support)
Never have to worry about getting hit with a surprise bill from the IRS
Save money by not over paying on taxes
Understand ROI (return on investment)
Know exactly what services bring in the most profits
Implement streamlined accounting processes
Suddenly have more time to focus on client work
It doesn't get much better than FREE, does it?! Didn't think so. That's why we've taken our free Instagram trainings and compiled them into helpful resources. Best part is, when you download one of our resources, you'll be notified the next time we add something to our site. So it's not just one resource you are getting, it's whole slue of them! All designed to help you feel empowered and ready to tackle the money management!
P.S. - If you have a request for a resource, reach out to us! We're always open to hearing new ideas of how we can better serve you and our community of talented entrepreneurs.
Learn more about your money and how to manage it.
Whether you enjoying doing things yourself, taking courses, or learning tactics for outsourcing, we've created courses and worksheets to help you create a system that works for you and takes away the stress of the money side of your business.
Dive into our Shoppe and continue to grow as new content is released. Don't forget to hit that newsletter subscription box so you'll know the latest news!
During these hour long strategy calls we’ll discuss things from bookkeeping processes, Quickbooks Online, taxes, money mindset, and everything in between. We'll meet via video conference (zoom) so that we can screen share and dive into anything that's on your mind.
You’ll also receive a follow up email with notes, links, and other important info so that you don’t have to worry about note taking during the meeting - just sit back and learn!
1 HOUR : $297
Intensives are the perfect time for you to pick our brain and get all your accounting questions answered in a low-cost, no commitment sort of way. We'll jump on a phone call so we can talk things through right then and you can walk away feeling the confidence that you need with your money.
15 MINUTES : $99
This monthly accounting package is great for the solopreneur who is leveling up to an entrepreneur. It includes all necessary basics such as monthly bookkeeping, reconciliations, payroll, semi-annual tax planning, annual business tax preparation, and annual W2 and 1099 filings. On a monthly basis you will receive a detailed report that includes data of revenue trends, profit margins, cash analytics, profit allocations, and additional insight into your business so you can make informed decisions.
STARTING AT $700/ MONTH
If you are feeling stuck or overwhelmed in your business, if you aren't making the kind of money you want to make, and/or if you want help bringing your business vision to life then Dawn's 1:1 coaching services would be perfect for you! As a certified business coach, Dawn's goal is to help her clients find alignment in their business and life so that they can chase their dreams unapologetically. We look at numbers, we work on mindset, and most importantly, we meet you where you're at and help you move to the next level. Note: this package does not include bookkeeping, tax preparation, or financial management. This is a 3 month minimum business coaching contract between you and Dawn. It includes semi-monthly Zoom meetings, Voxer support, and access to her live programs.
STARTING AT $1,200/ MONTH
If you’re looking for more than your basic accounting package, if you have goals, ambitions, and dreams you’re working toward, then the CFO package is for you! This monthly accounting package is our most popular service since it goes beyond compliance and includes financial coaching, planning, and accountability.
Not only do you receive everything listed in the accounting manager package, you also get monthly CFO meetings (hour long video conference sessions), full-time Voxer support, quarterly tax planning, and personalized financial planning. Plus, this plan includes your cloud accounting (QuickBooks Online) subscription fees. It really is an all inclusive package!
STARTING AT $1,700/ MONTH
It's no secret that taxes can be challenging. With the ever-changing tax code, even filing a simple return can leave you with more questions than answers. That’s where tax professionals come in handy! Let me help ease the stress by preparing and filing your federal, state, and local tax returns for you.
We prepare tax returns for both businesses and individuals located in areas all across the
personal : STARTING AT $250
business : starting at $800
personal : STARTING AT $250 | business : starting at $800
An S-corp has the potential to save you money on taxes but it can also cause you to pay more in taxes if you make the election prematurely. So how do you know when the time is right? You work with our team!! We'll look at how big your business is, what your business goals are, your personal tax liability, reasonable compensation, and more! We will then present a few options to you so that you can make empowered business decisions based the data. If we decide your business would benefit from becoming an S-corp, not only will we file the paperwork, we will also take time to educate you on what this means and why we are making these changes. After all, educating and empowering you is the core of everything we do!
(this service comes with complimentary access to "In's and Outs of Taxes for Entrepreneurs")
STARTING AT $1,300
Life is constantly changing and some of those changes (like accepting a raise, getting married, starting a business, buying a rental property, selling stock, etc.), have a direct effect on your tax return. The good news is, you don't have to wait until April to find out the repercussions of such changes. Tax planning is a strategic way to know ahead of time how to adjust for these changes. It's also a great way to learn about various options for tax saving opportunities. After all, why pay more to Uncle Sam than you need to? Let us help you save more of your hard earned money by reducing your tax bill.
STARTING AT $1,500