What if I already have an accountant, CPA, or tax professional?

That’s great! Although we have an in-house Accounting Department & CPA, we can also partner with your existing professionals. If you’re unhappy with the professional you’re working with we can seamlessly transition you to our team.

What if I don’t use an accounting system like Quickbooks or Xero currently?

No worries – we can set you up with ease! We specialize in properly setting up your Accounting systems (and fixing those that weren’t properly set up by someone else). It’s what we (love) to do!

I don’t know what my previous bookkeeper or accountant did in the past. Can you help?

Unfortunately, this happens too often. The good news is that we can definitely help. And we assure you that you will know what we’re doing, but more importantly you will see & feel the difference in your business & quality of life.

Can you do my taxes too? What if I haven’t filed in years? Can you help?

Yes! Our team can take care of all of your bookkeeping needs, and get your financial reporting caught up. We have an in-house Tax Preparer to file your tax returns.

I'm not sure which service I need. Can you help?

On our Consultation Call, we will talk all about your business needs and we will give you our  specific recommendations and next steps for you. Simply click here to schedule the Consultation.

I don’t think I’m ready to be a full-time client, but I know I could benefit from someone reviewing my current financial processes, like budgeting and pricing. What are my options?

We recommend starting with our signature 'VIP Day.'

This personalized 3-hour experience is designed to meet you exactly where you are. During our time together, we’ll:

• Dive into your current bookkeeping process and identify areas for improvement.

• Evaluate your personal founder’s payroll (budget) to ensure it aligns with your goals.

• Create tailored budgets for your business that set you up for success.

• Design a profitable suite for your services or products to maximize your revenue potential.

By the end of your VIP Day, you'll have clarity, confidence, and a roadmap for stepping into your highest financial power. Ready to get started? Schedule your personalized VIP Day.