Established

$150K to $1 million in annual revenue

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Who you are

Now that you’re a pro at running your own business, you’re ready to take it to the next level. You have hired employees, contractors, virtual assistants or a combination. You are still the primary person who is driving the business forward. You are able to generate cash flow, but it may not be consistent, and it may still need your continuous oversight.

Your day is always packed and your attention is always needed everywhere. There are several tasks that take up way too much of your time. The solution may or may not be to hire more people. You’re not sure it’s that easy to figure out.

Your business is now definitely your way of life and you have a routine around it. Bills get paid, payroll gets made, taxes get paid – the automatic nature is a good thing.

What your issues tend to be

You still work too many hours. You’re not sure how to manage the expense of hiring more people, even though you know it could free you up to spend more time on marketing and sales.

There’s always a fire that needs to be put out. If it’s not a customer issue, it’s a vendor who needs a decision right away. You end up doing too many of the minor tasks that you shouldn’t be doing. Your time is too valuable, yet it needs to get done and no-one else seems to have time for it.

Your costs are scaling up, profits are going down. Your business demands that you hire experts, whether its to serve your clients or whether its to serve your own business. These experts cost more than average. Increasing your revenue is not necessarily the answer, the end result seems to be the same or worse. When a key employee leaves, it hurts, there’s barely enough time to train someone else and things get dropped.

Cash flow is usually up and down at this stage. You could be going through feast and famine cycles, or you could start having collections issues. Or both. It’s just enough to get along with but surprises hurt – like a surprise $20k tax bill in April. No-one saw that coming.

What you need

You need professional help. The first thing would be to get the books off your hands. Its great if your spouse or someone you know is willing to help out. But thats not the case very often. You need the bookkeeper/accountant combination. Ideally they exist in one place.

You also need a good amount of tax planning. You’re going to pay tax on income, thats how the tax code works. However there are many deductions and credits available to the business owner, and you need that expert advise.

What we recommend

Ask Me Anything
Service

Just like the title says, you can ask me anything accounting and tax based as it relates to your life and/or your business. Recording available as needed.

The service is set up for an hour of my time. Use all of it at once or use it in increments of 15 minutes if that’s more useful.

The Tax Planning
Package

Are you paying too much in taxes?

This package explores all the opportunities you have to save money on taxes. After the initial appointment, it takes about 3 full weeks to draft up the full plan.

Deposit required upfront. 

Monthly
accounting services

Accounting services are a necessity at this stage.

The link below has more information on how to start working with us. There are three short videos you can watch, followed by links to give us your information and to schedule directly into our calendar.

Frequently Asked Questions

QUESTION 1 GOES HERE

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QUESTION 2 GOES HERE

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QUESTION 3 GOES HERE

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Want to explore the other business types?

Start Up

$0 to $30K in
annual revenue/profit

Growth

$30K to $150K
in annual revenue/profit

Expansion

Over $1 million in
annual revenue/profit