Tracking finances,
building legacies.
We think approachable financial support should be foundational to your business at every stage.
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Here are all the ways we can help - whether you're brand new or have been at this awhile.
Strategy Session
This 1:1 session is perfect for newer business owners looking for guidance on specific questions. In our 50-minute Zoom call we deep-dive on whatever has you stumped. Maybe it's:
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Quickbooks or Xero training​
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A budget for the upcoming year
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How to pay yourself from your business - and how much?
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The what, when, and how of tax deadlines
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The cost of hiring an employee
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The best part is - it's all tailored to YOUR business and you walk away with templates, checklists, and action plans to get you moving forward, fast.
On-demand support when you need it
Do you ever feel like you just need to ask a quick question or get a second set of eyes on your books?
Maybe your business can't quite pay for a bookkeeper yet, but you could really use some advice on how to make your bookkeeping go faster.
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Did you receive a tax notice in the mail and you're not sure what to do with it?
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Our new community for creative entrepreneurs is designed to help with this and so much more! No more Googling for answers to your tough accounting questions - just ask us! You get access to a real live CPA at a super affordable price.
Become a client
This is where the magic happens.
Our bookkeeping, payroll, and admin support packages are designed to save you a ton of time and get your books done right the first time.
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When you have accurate numbers, you get to make empowered decisions to reach your biggest business and lifestyle goals. We can't wait to help you get there.