$30K to $150K in annual revenue

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Who you are

Your business is growing. You have a customer base and you’re developing your brand and reputation. You’re operating like a business, you’ve got the basics taken care of. Now it’s time to take the next step. It’s time to hire some help.

You have money left over after expenses. You may need to pay some taxes – you’d rather not. You know there must be a way to minimize taxes, but you don’t need the hassle of it being done wrong. You want it done right. Maybe it’s time to get a bookkeeper.

Someone told you to file an S Corp. You’re wondering how that’ll help you. You’re also wondering if you are making use of all the tax write-offs that are available. How do others do it?

What your issues tend to be

You would possibly benefit from hiring help – but you have too many questions around that. Someone mentioned that you can hire contractors and give them 1099s. Sounds easy enough. You want to be sure you know all the rules and requirements before hiring the person. Maybe they need to be an employee.

You found out the hard way about this thing called self-employment tax. It may have caught you by surprise and you may not have anticipated how much tax you had to pay. You need to have better planning in place.

You haven’t started officially paying yourself yet, though you’d like to. You’d like to be much more organized at tax time. No more rushing at the last minute. How can you be expected remember that expense item from last January?

What you need

You could use some affordable advise on the next steps. You want to be sure that you’re maximizing your deductions. You want to know all the steps and costs to hiring someone and paying them. You want no more surprises at tax time. You want to be more organized so you can file your taxes with ease and no stress. Is that even possible?

What we recommend

Ask Me Anything
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.

S-Corp or LLC
[The tax side]
This is the most commonly asked question from clients. So I decided to turn it into a digital product that you can consume at your own pace.

There are several components to this question and I lay out all the facts from the tax perspective to make your decision easy.

Quarterly or 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

How much do the accounting services cost?
The cost of accounting services depend on what your business requires, the size of your business and the extent of services required. Most of our clients require payroll services, sales tax returns and bookkeeping/accounting. Please contact us for a price quote based on your unique business.
What if I have questions during the year?
For existing clients questions relating to taxes and accounting are built into the monthly/quarterly/annual price. However, when an additional consultation or project is required, the Ask Me Anything service is the best for this purpose. The hourly fee is $250 and billed prior to start of work. Please visit to book.
Do you provide any support for your digital products?
The digital products are priced lower than our hourly rates to make them more widely affordable, and for business owners to work through the extensive information at their own pace. The products are completely self-sustaining and comprehensive. If there are additional questions, there is a support page on the product site.
Want to explore the other business types?

Start Up

$0 to $30K in
annual revenue/profit


$150K to $1 million
in annual revenue/profit


Over $1 million in
annual revenue/profit


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—Money Mindset & Education—

offerings for

Startups [0 - 30k]

Growth companies [30-150k]

Established companies [150k - 1Mil]

Expansion companies [over 1mil]




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