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.”
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.
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.
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.
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 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.
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!
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.
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).
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.
Ready to Scale Your Business Profits While Saving on Taxes?
Let's get started.
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."
There are several tax implications that you need to be aware of when shutting down a C corporation. Complete liquidation of a C corporation is when it ceases to be a going concern, winds up its affairs, pays its debts, and distributes its remaining assets to the...
If you have an office in your home that qualifies for the home-office deduction and you employ a cleaning lady who maintains both your home and your home office, there are a couple of tax considerations to keep in mind. The amount you pay your cleaning lady for her...
The kiddie tax was enacted by Congress to prevent parents from passing investment income to their children, who typically have a lower tax rate. Under the kiddie tax rules, a portion of a child’s net unearned income may be taxed at the parent’s marginal federal income...