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.”

How It Works

Bookkeeping and Payroll

Establish greater profitability and business efficiency with our Bookkeeping and Payroll Packages.

We developed The Simple S.O.R.T. Method™, a proprietary framework we implement to make sure your business foundation is strong and your maximizing your bottom line.

We are QuickBooks Online ProAdvisors and exclusively use QBO for bookkeeping and Gusto for payroll.

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.

Tax Planning

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.

QuickBooks Services

Our QuickBooks services are cost-effective, giving you back the time you need to run your company and focus on improving your products and services.

Our team of QuickBooks Certified ProAdvisors provide Hassle Free Setup, Training, and Clean-up of your QuickBooks Online company file.

Click Here to Learn More!

Sales Tax Nexus Analysis

Sales tax is different in every state! It can get very confusing REAL FAST!

As an online business owner doing business across state lines, you have to stay on top of your sales tax responsibility for each state. 

Every state has their own thresholds! We can analyze your sales for the last 12 months and determine if you are liable for sales tax in the US.

Click Here to Book a call if you want to discuss your business sales tax concerns.

VIP Strategy Sessions

Many issues and problems come up in the course of a normal business. We can help!

We offer 1 hour consultations and VIP 1/2 Day sessions where we focus entirely on your business for that time and answer all questions you need answered.

These sessions can also be used for QuickBooks training, support, and clean-up projects too!

Click here to reserve your VIP session!

l

S Corp Analysis & Reasonable Compensation Package

Are all your friends saying you need to be an S Corp to save on your tax bill?

They may be right OR they might be costing you more money with their "friendly" advice!

With our S Corp Package, we will run the numbers for YOUR business and make sure it's the right move for you!

Click here to book a free Strategy Call and  let us know you want to discuss S Election status for your business.

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.

i

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...

Tim

Kimberly Bagley is an amazing accountant! She understands e-commerce very well. She'll pull everything from Amazon, eBay, Walmart, and PayPal and take care of the business taxes and IRS/state filings and payroll. Allows me to focus on growing the business instead of worrying about all these tedious tasks. Kimberly is very thorough and even though she works remotely, she explains anything I'm not understanding by phone or email. Highly recommend!!!

Sarali

My books haunted me. There were errors that went back years and just kept getting carried over. Kim got to the bottom of it all. I found her to be knowledgeable, patient and kind while sorting though my books. My current accountant was very pleased with the work she did. She was fast and very generous with her time. All my questions were answered in a way I could understand without ever being condescending. I am so glad I found her and made use of her skills. If only there were more than 5 stars to give.

juliamccoy

Kim helped us when literally no one else could. After 6 years of recording my income for a growing business in Excel sheets manually, finally ready to move to Quickbooks online, we went through firm after firm that couldn't put clarity in our records and transfer it all correctly to Quickbooks. Kim did. Kim cares about her clients, and it is evident in her work. Kim was the only one we found that was willing to sit at the desk for hours, clean up manually each one of our records (and there were quite literally tens of thousands), and move us to Quickbooks Online. She now cleans and maintains our books every month, which makes it easy to generate P&Ls and for our accountant to file returns. I have hired her for my second business and will for any additional businesses I start, as well as recommend her services to all the entrepreneurs I know that need bookkeeping. She's that awesome.

DBLegacy

I run a mixed business mostly online and some service work as well. I had been doing my own books for several years but I got to the point where I was too busy to keep up with it and things were getting too complicated with payroll taxes etc. Kim went back to the beginning of the fiscal year and cleaned up my books. Over time I had gotten lazy and didn't keep up. Kim dug through statements and accounts to build it all into a useful set of books. After a time it became apparent that it would beneficial to convert from a sole prop to an llc. Kim handled all the ins and outside of that and it was stress free on my part. I have more time to do the things that make the money as opposed to trying to record how I made it. To have a proper set of books and p&ls to look at is great. And to be able to plan based on those help out alot. Kim has been invaluable to the growth of my business

John, incomemesh.com

I'm hesitant to give a good review for Kimberly because I want to keep her all to myself!! But seriously, she has been a breath of fresh air for my business. I have been self-managing (and leaving a lot of money and headache on the table), and by adding Kimberly to the team, I can finally free my mind up to put 100% of my focus on growing my business. She's been transparent, ethical, and professional in all of our discussions, and I'd recommend her to anyone who is involved in online business (but don't you DARE steal her from me!) 🙂

Point of Change Christian Counseling

I was skeptical of how Quick Books would work into my practice. We requested paid time to instruct us on Quick Books basic services. Once she sat down with me and started explaining things. It was incredible the difference it would make in just tracking business info alone. She explained it, I just recently finished my taxes and it was awesome!!!! Cut my tax prep time into a third of what it normally would have been. Thanks Kim!

OP Corpus Christi

Kim has been doing my business books and taxes for five years. She is prompt, knowledgeable and takes a big headache off my plate! My business is blessed to have her doing this for me. I highly recommend you contact Kim for your bookeeping/accounting needs. You will not be disappointed!

Ready to Scale Your Business Profits While Saving on Taxes?

Let's get started.

Let's Talk!
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."

Let's Talk!
Tanna CPA

Recent Posts

Last-Minute Year-End Retirement Deductions

Last-Minute Year-End Retirement Deductions

by

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...

Work with Me
Medical Plan Strategies for Business Owners

Medical Plan Strategies for Business Owners

by

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...