Desire to make more money in your business.
Need a system (or better system) in place to track your income and expenses.
Want to increase the amount of revenue you get to keep as profit.
Feel like you’re paying too much in taxes.
Are uncertain of how to correctly file your tax return and of the filing deadline.
Need a strategy to overcome financial challenges.
Imagine how relieved you’ll feel once you
Are able to monetize your knowledge, skills, and expertise to provide for you and your family.
Know and understand your finances and have mapped out a plan of action to achieve your goals.
Are confidently implementing strategies to build wealth.
Have the freedom to live life on your own terms.
You…
Have not been charging enough for your products or services, don’t know how to properly price your products or services, or are not offering flexible payment options.
Need to make enough money to cover your business and personal expenses and prepare for unexpected costs.
Don’t know how to properly set up a bookkeeping system, what tools to use, or how to use them. You’ve been too busy and decided that you will figure it out later because you were focusing on building and/or growing your business first.
Have money in your bank account so you assume your business is profitable. You have an idea of how much money you make because you have been keeping track of it in your head.
Just getting started so you don’t expect to be profitable for a while. You’ve been putting all of the money back into the business. Besides, you’ve heard that most new businesses operate at a loss.
Approach tax season hoping you won’t owe. You’re not sure how to estimate the amount of taxes you will have to pay, so you may not have enough money saved to pay a tax bill.
Don’t know what tax forms you should file, what information you should report, when taxes are due, or how much you should be paying.
Not trying to give the government your money, so you’ve been ignoring filing taxes until they say something because you work too hard for your money.
Normally prepare your own tax return, but things are more complicated now that you’re operating a business.
The thought of taxes makes you feel overwhelmed.
A financial management system designed to help you increase your revenue, track all financial transactions, improve profitability, pay less taxes, accurately & timely file your tax returns, and overcome financial challenges.
Year-round access to financial professionals. Get your bookkeeping, financial reporting, financial projections, tax, and business funding questions answered.
As an entrepreneur and investor, every financial decision that you make can have an impact on your personal finances. Implement systems and strategies that will allow you to achieve both your business and personal financial goals.
Learn strategies that will help you organize your finances, build a profitable business, prepare for growth, save on taxes, and qualify for business credit and funding.
The tax laws constantly change. These changes often impact you as the taxpayer. Use the tax code to your advantage, eliminate any tax season surprises, and learn how to reduce your tax bill before year-end.
I needed to get my finances organized and file my taxes. You exceeded my goals/expectations. You are the Goat. Very professional, reliable, and knowledgeable.
You've become one of my most trusted advisors. You respond to emails. Your work is professional. You pay attention to details. You stay current with laws and let me know how things that have changed can affect me.
I needed help with using Xero in conjunction with Clio. You have listened to how my business model works and the reporting needs I have and helped me use Xero effectively.
Does your business rely on independent contractors? If so, you’ll want to take a closer look at the Department of Labor’s (DOL) new guidelines. These stricter rules on worker classification could significantly impact your business, especially when it comes to costs and compliance.
The clock is ticking for businesses required to submit their Business Ownership Information (BOI) reports to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). Missing this filing deadline could result in significant penalties, so let’s break down what you need to know to stay compliant.
As a business owner, you work hard to grow your company and build financial security. But without proactive tax planning, a significant portion of your profits could end up going to taxes unnecessarily. That’s where the importance of tax planning comes in—it helps you protect your income, reduce tax liabilities, and ensure that your business thrives. Learn more…
Beginning Jan. 1, 2024, many companies in the United States will have to report information about their beneficial owners (the individuals who ultimately own or control the company) and company applicants (the individual(s) who directly files or is primarily responsible for the filing of the document that creates or registers the company). They will have to report the information to the Financial Crimes Enforcement Network (FinCEN).
11 Essential Steps For a Stress Free Tax Season - We have compiled a detailed year-end tax checklist specifically tailored for real estate investors. This checklist aims to ensure that you are well-prepared and can maximize your tax benefits. Review this checklist before you meet with your tax professional.
10 Essential Steps for an Efficient Tax Preparation Process - As the year winds down, it's critical for business owners to shift focus towards preparing for the tax return filing season. To help streamline this often-daunting process, we've put together a practical checklist. Following these steps will not only ease the stress and overwhelm of tax filing but also ensure a smooth and efficient experience.