You can’t make millions, If you don’t know your numbers.

This service is not a luxury, it’s a necessity.

Did you know that millions of business owners overpay the IRS every single year because they don’t do bookkeeping.

You can’t owners DIY your way to WEALTH. But we have the solution.

Million dollar CEO’s pay themselves.

We will help you pay yourself more and create more cashflow within your first 90 days.

BOOKKEEPING + TAX STRATEGY + TAX PREP

Financial Reports

  • Weekly bookkeeping 

  • Monthly business reviews 

  • Business planning and strategic planning 

Taxes

  • 4 quarterly tax planning meetings

    • 4 meeting to review business health quarterly and strategy and implementation to never overpay IRS

  • Tax prep personal and business

  • Estimated quarterly taxes

  • Payroll if needed 

Support

  • Dedicated Tax accountant

    • We will be with us every step of the way to guide you to financially

  • Year long support

    • Portal access for any financial/ business questions

 

Monthly / $1,000

PIF / $12,000

What your next steps look like

1.

Book a call

Schedule your discovery call to see if we are a good match.

2.

Client Portal

You will get onboarded into our portal. Recieve invoice, sign your contract, pay for invoice, fill out form.

3.

Kick off

Financial assessment kick off off call where we would - plan out your legacy goals - review your current financial—-come up with your custom profitability plan -figure out the best plan to help you save on strategies.

Then monthly maintenance from then on toward.