Growing your team and hiring an accountant is a total CEO move, and I can’t wait to work with you!
As you know by now, I'm a small business accountant that focuses on helping female entrepreneurs gain financial clarity and confidence. I understand that growing a business comes in phases and I'm here to support each of those phases.
If you are just starting out and trying to DIY it all, I offer a course that teaches you how to DIY the bookkeeping. If you're ready to outsource the taxes but not the accounting, I 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, I offer CFO packages that take everything off your plate. I'm 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
Do you feel confused about taxes? Always feeling like you're doing it wrong when it comes to the numbers in your business?
You are not alone!
I don't want you to live in this world of uncertainty with your money making decisions any longer. And I certainly don't want this fear to hold you back any more.
I teamed up with my friend Ashley Waychoff to create CA$H Club - a space where Creatives, Action-takers, Side-hustlers, and Hobbyists come together to learn about business finances.
STARTING AT $47/ MONTH
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 my 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 : $97
It doesn't get much better than FREE, does it?! Didn't think so. That's why I've taken my 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 me! I'm always open to hearing new ideas of how I can better serve you and my community of talented entrepreneurs.
Bookkeeping. Bootcamp. Two words that likely sound very underwhelming. But put them together and you get a super in-depth, digestible course that will walk you through how to get legally legit, the best methods for tracking income and expenses, what taxes you need to be paying, how much, and when. Plus so, so much more!
And the best part is, it's a hybrid course! That means while you will have videos and course work, you will also have accountability and support through weekly meetings. The weekly meetings are a time for you to pick my brain, implement, and network with other like-minded entrepreneurs.
Spots are limited, so make sure you get on the waitlist ASAP!
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, and annual business tax preparation. 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. W-2 and 1099 filings are included along with quarterly CFO meetings.
STARTING AT $600/ 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 $1,200/ MONTH
Weekly CFO meetings are perfect for businesses who are growing fast and/or for entrepreneurs who need a little extra accountability.
This package includes everything in the accounting manager and CFO packages, PLUS, you also get weekly hour-long CFO meetings and detailed cash flow forecasts. When you sign up for the weekly CFO package, you get the service of a full-time accountant, without the commitment or costs of adding another employee to your team.
STARTING AT $2,000/ 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.
I prepare tax returns for both businesses and individuals located in areas all across the United States.
personal : STARTING AT $250
business : starting at $650
personal : STARTING AT $250 | business : starting at $800
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.
STARTING AT $1,000