tax preparation

We understand how people feel about taxes. It's something that most people dread doing year after year. We also understand that some programs just don't cut it-they're impersonal, one-size-fits-all, or just plain inaccurate. 

Our goal here is to help alleviate stress around taxes. We do this by connecting you with real people who study tax year after year and that know how to answer any questions that you might have. 

this is for you if...

You're looking for accurate and personalized filing and reporting for your local, state, and federal taxes

wondering what your next steps are?

We would LOVE to get to know you better. Let's set you up an appointment with our tax manager, Charrise, so she can better understand what sort of tax prep you need as well as introduce you to our team. Click the link below to schedule an appointment. 

tax planning

Tax preparation is filing. Tax planning is strategy. Our tax team (the cuties on the right) know everything there is to know about tax law, tax loopholes, and tax deductions. They can help you throughout the year so that you can maximize your deductions come tax season. 

this is for you if...

You're ready to move into some deeper strategy to save more money on taxes. If you're committed to working year-round for a deeper deduction, we'll help you get there! This plan is most effective for those making above 100k annually. 

wondering what your next steps are?

Let's chat! We want to get to know you, your business, and your goals so that we can make sure we're the perfect match. Plus, we'll go into more detail on what this package includes and how it's going to blow your mind. Are you ready? Click below to book a call with our tax manager, Charrise. 

Consultation Call

If you ask Charrise, our tax manager, what her favorite work task is. She's going to say, "solving tax puzzles," In fact if you ask any of our tax team, that's probably their answer. Why? Because we LOVE helping our clients find answers and feel relief. So, we decided to add the option for people to just ask their tax questions. This package comes with the assurance that you're getting correct answers from someone who lives and breathes tax code. 

this is for you if...

You have a couple of tax questions (or a lot) but aren't looking to file with us or book a planning package. You want correct answers from someone with expertise and a desire to help but you don't need a full service.

wondering what your next steps are?

First, you need to decide if you need 15 minutes or an hour. You'll be surprised at what we can do in 15 minutes! But if you feel like you'll need more answers or a deeper explanation-then go ahead and book a full hour with Charrise!

Done-for-you Bookkeeping

We have three accounting packages to fit entrepreneurs in different seasons of their business journey: quarterly, monthly, and CFO.

All packages are all-inclusive and include bookkeeping in QuickBooks Online, tax planning, tax preparation, financial reporting, and unlimited email access. Add-ons to these packages are available including: payroll, sales tax filings, and regular Zoom meetings. 

this is for you if...

You're ready to enter a new side of business. You desire to break free from the tedious side of finances but not from important decision making. You seek a team that can communicate effectively with each other and with you. 

wondering what your next steps are?

We believe in finding perfect fits for our clients. We don't just want you to be satisfied with what you're getting. We want you to fall in LOVE. So let's chat and find which package works best for you and your business. 

Do-it-yourself bookkeeping

Um hi, go-getter! We see you and we have a course that was MADE for you. No literally, we made it for you.

Our QuickBooks Online for Entrepreneurs course goes through everything you need to effectively use this accounting software. We have videos, support chats, and Zoom calls available. Each module provides tutorials, tips, and tricks from two certified accountants and QuickBooks users. By the end of our course you'll be an expert!

this is for you if...

You want to be in charge of your financials. You like the idea of running the reports, submitting receipts, and categorizing payments. Something about being in the driver's seat excites you but also you're not sure you're entirely prepared to take over such complex things. You need an accurate and helpful guide to lead you along. 

wondering what your next steps are?

Oh this question is easy! The next step is to get the course! We have answers to all your questions and more on our QuickBooks Online for Entrepreneurs page. Plus there's an option to check out straight from there. Click below and take a look. 

15 minute Strategy Call

If you didn't already know, Dawn is a licensed accountant, certified business coach and certified life coach. In other words, she can wear the hat of team player, coach, and biggest fan all at the same time. 

In the 15 minute strategy call, you'll get the opportunity to discuss any business related questions you have with Dawn. You'll be able to find answers based in strategy and expertise. You'll be surprised at what you can accomplish in fifteen minutes!

this is for you if...

You want the support of someone who knows their stuff. Maybe you're facing a tough business question and you need someone to help you think through the logistics. People who book this call are looking for expert answers backed by proven strategy. 

wondering what your next steps are?

Let's book a call! By clicking the link below,  you can schedule a time to pick Dawn's brain. Say goodbye to stress and overwhelm and hello to confidence and concrete plans. 

1 hour Strategy Call

Our CEO, Dawn, is an all-around expert. She is a licensed accountant, certified business coach and certified life coach. So don't be surprised if this call is entirely life-changing for you! You're getting a biggest fan, a coach, and a team player all in one call!

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!

this is for you if...

You're ready to call in a professional! You don't just want advise, you want strategy, guides, and expertise. You could want to dive in deep on one thing or have a bunch of little questions. Either way, you're ready to get some answers!

wondering what your next steps are?

Let's book a call! By clicking the link below,  you can schedule a time to pick Dawn's brain. It's time to start getting strategy based answers from someone who knows

The CFO Package

You've got big goals, we can tell! Luckily you've come to the right place. We've got the strategy, the expertise, and the heart to help you achieve them. 

Our CFO 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 semi-monthly CFO meetings, full-time Voxer support, and personalized financial planning.

(This is a 3-month commitment at which point you can choose to renew your contract for another 3 months or downgrade to our monthly account manager package for ongoing maintenance)

this is for you if...

You're ready to find support as big as your goals. It's not enough to read a blog post or two. You want strategy specific to your business by someone who knows your books personally. You're a sponge and you're ready to soak up any knowledge you can. 

wondering what your next steps are?

There's no better time than today! Start your steps toward confident financial management by signing up for a discovery call. We'll make sure you and your business have come to the right place. At the end of the day, we want your success and we'll help you find the best way to meet your goals. 

The CFO Package

Well first of all, we're flattered that you're interested in everything we have to offer. You've got big goals, we can tell! Luckily you've come to the right place. We've got the strategy, the expertise, and the heart to help you achieve them. 

Our CFO 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 semi-monthly CFO meetings, full-time Voxer support, and personalized financial planning.

(This is a 3-month commitment at which point you can choose to renew your contract for another 3 months or downgrade to our monthly account manager package for ongoing maintenance)

this is for you if...

You're ready to find support as big as your goals. It's not enough to read a blog post or two. You want strategy specific to your business by someone who knows your books personally. You're a sponge and you're ready to soak up any knowledge you can. 

wondering what your next steps are?

There's no better time than today! Start your steps toward confident financial management by signing up for a discovery call. We'll make sure you and your business have come to the right place. At the end of the day, we want your success and we'll help you find the best way to meet your goals.