Ready to invest in yourself and your business?  I'm here to maximize your income and minimize your taxes.

 

All you need is the RIGHT CPA on your team

Tax Strategy & Preparation

Includes

  • 1 Personal and 1 Business Return Tax Prep (additional returns extra cost)
  • Quarterly Tax Strategy Calls
  • Email support year-round for questions
  • Monthly Mastermind

Accounting Management

Includes

  •  Monthly Bookkeeping
  • Quarterly Calls
  • 1 Personal and 1 Business Return Tax Prep (additional returns extra cost)
  • Email support year-round
  • Monthly Mastermind

CFO - VIP

Includes

  • Everything in Accounting Management plus
  • Priority Response - you'll hear from me same business day
  • Advisory focuses on growth and scaling your business / net worth