TIRED OF PROJECTING
YOUR BUSINESS FINANCES
BASED ON WHAT’S IN THE BANK?
I GET IT.
AND I CAN HELP.
Uncover impactful insights that will increase your profits fast.
Have the right dials to turn, and know when you need to turn them.
We will work together to identify and focus on the most POWERFUL numbers and information that will deliver the most impact possible for you.
With a true expert in your corner, you won’t be evaluating your success just by “what’s in the bank.”
Bookkeeping and Payroll
Establish greater profitability and business efficiency with our Bookkeeping and Payroll Services.
We developed The Simple S.O.R.T. Method™, a proprietary framework we implement to make sure your business foundation is strong and you're maximizing your bottom line.
We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping and Gusto for payroll.
Starting at $1000/month
Individual and Corporate Tax Prep
We have the expertise and knowledge you are looking for in a tax team.
We are not data entry experts. We are ANALYTICAL experts that look for gaps and missing deductions as we prepare returns.
No more stress and paying more than you need to during tax season when you work with us.
$1,000 for Single Member LLC/Sole Proprietorship
$2,000 for S-Corp, Partnerships, & C-Corp
(These fees include one state and one federal return)
Tax Planning Maintenance Package
Planning is key to greater income and wealth.
We focus on mastering the nuances of tax law, complex tax codes and changes that will affect your tax returns throughout the year.
Want to shrink your yearly tax bill? Our Tax Planning Package will minimize your IRS liability and keep more money in your pocket year over year.
$250/month for 12-month term
VIP Strategy Sessions
Many issues and problems come up in the course of a normal business. We can help!
We offer 90 minute consultation sessions where we focus entirely on your business for that time and answer all questions you need answered.
These sessions can be used for:
- QuickBooks training, support, and clean-up projects
- New business setup questions
- Sales tax setup and answers
- Company Structure
- How to Organize your Bookkeeping and Records
- Tax compliance issues and questions
- Plus any other questions related to finances, taxes & business
Click here to reserve your VIP session!
$495/per session
Bookkeeping you can rely upon
Whatever your software (even if it’s Excel!) you need to have a system for categorizing expenses—not only so you can see what’s actually happening—but so you can capture all of the tax savings now available to business owners (if only they knew about them).
Payroll: Handled without pain
Have peace of mind knowing your payrolls are done RIGHT and a team in your corner.
Tax-Integrated Strategy
It’s one thing to have clear P&L’s—it’s an entirely different thing to optimize your financial systems so you’re capturing every legal (and ethical) deduction available.
The right advice, at the right time
It doesn’t help to have your accountant tell you that you are running in the red AFTER you’ve buried yourself in debt. Or that a particular product/service category is booming, AFTER you’ve finished your sales cycle. Let me point you where you need to go.
Client Praise...
Ready to Scale Your Business Profits While Saving on Taxes?
Let's get started.
Hey there!
I'm Kimberly...a Certified Public Accountant (CPA) who specializes in helping online entrepreneurs gain financial confidence.
I’m your go-to financial guru and mom to four beautiful daughters. With a 24+ year career as a Certified Public Accountant, I’ve honed my skills to serve the crème de la crème of the online entrepreneur world.
I’m more than your ordinary number-cruncher. My passion lies in helping successful CEOs like you keep their books straight, taxes in check, and financial growth on point.
I’m an online course creator and an Amazon FBA/eBay seller too! I understand the language of the creative and ecommerce entrepreneurs along with the unique challenges of running a business fueled by passion and innovation.
My mission is to ensure you're on track to achieve your financial goals and to empower you to thrive as a online entrepreneur.
I claim God's Word for direction in my life.
Isaiah 41:10 "So do not fear, for I am with you; do not be dismayed, for I am your God. I will strengthen you and help you; I will uphold you with my righteous right hand."
Recent Posts
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Year-End Tax Strategies for Marriage, Kids, and Family
Are you thinking of getting married or divorced? If so, consider December 31, 2023, in your tax planning. Here’s another planning question: Do you give money to family or friends (other than your children, who are subject to the kiddie tax)? If so, you need to...
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Last-Minute Year-End Retirement Deductions
The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are five things to consider. Establish Your 2023 Retirement Plan First, a question: do you have your...
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Medical Plan Strategies for Business Owners
All small-business owners with one to 49 employees should have a medical plan for their business. Sure, it’s true that with 49 or fewer employees, the tax law does not require you to have a plan, but you should. When you have 49 or fewer employees, most medical plan...