FINANCIAL OFFERS
As an experienced CPA, my job is to make sure you feel comfortable with your business financials, answer your questions, and help you run your back-end as efficiently as possible. I help you understand what the numbers mean, clarify which ones you need to pay attention to, and translate your ideas into financials so you know how much money ends up in your pocket (or on your credit line) before you start! Most importantly, I help you have the confidence to know what is going on in your business’ books, which is very critical as an entrepreneur.
My typical clients have been in business for 3-5 years and are in the health or online world. They have explored running their own business and decided this is their path and are ready to invest to make their business run smoother. That may involve reviewing systems and eliminating manual inputs, it may be catching up with technology and going paperless (side perk - you are not scrambling at tax time), or it’s time for expansion and you want to evaluate future profitability.
Here’s a few scenarios. Do any of these resonate with you?
Tax time is around the corner and the “wave of nausea” takes over. You spend 2-5 days gathering your receipts, downloading your bank statements (and house bills for the home office deduction) and somehow try to figure out how much money you pulled from the business.
Sales tax is too confusing so you pile all the receipts in a box. Then your GST deadline is looming and you are trying to figure out how to use excel, and what the heck is an ITC?
According to Square or Kajabi your sales are doing really well, yet you look at your bank account and don’t know where the money has gone.
Your business has grown substantially and you want to invest more into it but you are not sure which products are providing you the best bang for your buck.
Every tax season you go see your tax accountant, sign a few papers, nod your head as he explains a few things and walk out having no concrete sense of what they said.
You have been running your business for a while and manually transferring data from one system to another. It does not take that long but now your business has grown, the volume has increased, your offerings have increased and this task is eating away too much time. Yes, you can do it, but is it the best use of your time?
If YES, you’ve come to the right place.
Make it flow
Let’s make your systems flow—-technology is supposed to be your friend right? We will review your financial systems, including CRM and sales systems, and find a better flow of the data. This can be streamlining sales and inventory from Square into an accounting system, automating payroll (and employee time management) for a retail environment, or setting up CRM (i.e. Kajabi, Keap) to accurately calculate sales taxes for worldwide sales.
Pricing is custom & based on volume and complexity of the business
Beach Day
Your business is growing and you want real time results and are ready to let someone else watch your numbers for you. It’s time for you to enjoy your “beach day” without thinking about the annoying accounting stuff you need to do. You are looking for a financial partner who can be there to assist with business decisions, while also taking care of your books. Services include:
Quarterly 1 on 1 reviews
Annual budget and target setting
Financial planning, i.e. Covid happened so what will my financials look like now?
Business decision support
Sales tax automation
Year end support with tax accountant
Bookkeeping
Packages start at $450/month and are adjusted based on volume and complexity of the business.
