All services are provided virtually: this means no time-consuming hassle of driving or fighting traffic to meet.
Personal Financial Coaching
Ideal For ...
Individuals and couples who feel trapped in their finances.
You work too hard to feel this broke. Why can't you ever get that credit card paid off?
How It Works
This 3-month program will teach you the skills needed to actually gain financial traction, pay off debts, start saving, and thrive. Learn to manage your money and make progress towards goals you've had for years!
Business Coaching
Ideal For...
Entrepreneurs.
Self-employment is thrilling! But you shouldn't have to stop eating whenever you want to take a vacation.
How It Works
In this 3-month coaching process, you'll learn how to run your business with confidence.
Discover how to manage your business finances, separate personal time, prepare for taxes, and get your life back.
Virtual CFO
Ideal For...
Small businesses.
You're finally making it! But now you're spending way too much time keeping all the company finances in order, and you don't even want to THINK about how long it will take to organize your tax documents!
How It Works
Get some peace of mind, and let a CPA review your information, keep you abreast of important dates, or develop an effective financial strategy for your business.
Not only will you sleep better after receiving solid financial oversight but you'll also have time to focus on what you do best—running your business.
This service features various levels of involvement.
Strategy Session
Ideal for...
Hopeful entrepreneurs.
Stop relying on what your brother-in-law said. Start your business with confidence and avoid a mess you'll have to clean up later.
How it Works
This is a two-hour meeting tailored to your specific questions and concerns. Get educated on what you need to know about taxes, business processes, and pitfalls you weren't even aware of.
Speak with a CPA and get answers to your WHY and HOW questions instead of relying on Google to save you from failure before you even begin.
Professional Tax Preparation
Ideal For...
The over-worked and stressed self-employed business owner.
Enjoy the confidence that it's been done correctly and your questions have been answered.
How It Works
Federal and State income tax preparation for individuals and/or business entities.
100% virtual engagement allowing you to share documents and information securely then sit back and relax knowing the IRS isn't going to come after you for checking the wrong box.
Business Launch Kit
Ideal For...
The entrepreneurial-minded.
Get your business off to a great start, remain focused on your passion and avoid creating a mess - all at your own pace.
This online course was created by two CPAs to equip you with the tools to launch your business without the unnecessary noise.
How It Works
- Ramp up your business faster and with less headache by following our streamlined process.
- Avoid costly money mistakes using our money management system.
- 40+ no-nonsense modules answer key questions on tax, money systems, risk management, mindset, and business management.
- Bonus Microsoft Excel Spending Plan program guides you to become proactive and intentional with your money.
