As a Certified Public Accountant, I have been helping people and small businesses with their finances and taxes for over a decade.
As a side hustling blogger and small business owner, I understand the challenges that many of you face when trying to manage your blog, MLM, side hustle, or other small business.
As a father of 4, I understand the financial challenges that families face managing our monthly bills and finding ways to save money.
That’s why I created my own unique financial coaching program for families that is geared towards small business owners and bloggers.
I can help you achieve your short term and long term personal financial goals as well as help you improve the financial results of your small business.
- Tax Services including IRS and State returns, payroll, sales tax & audit protection
- Financial coaching for small businesses including budgeting, planning, reporting & analysis
- Financial coaching for families, including budgeting, investing and money saving advice
- Tons of FREE info and tips in our blog, including downloads and money saving tips
What are your credentials?
I am a licensed CPA (Certified Public Accountant) and CGMA (Chartered Global Management Accountant). I have over a decade of experience working with individuals, small businesses, and large corporations to improve their financial outlook. I have provided tax services and reporting for clients with as little as $500 and as much $500 million in annual revenue.
Are your coaching services in person, what if I do not live near you?
I offer both virtual and in-person financial coaching services. Through the use of virtual meeting technologies like Skype and Facetime, I am able to connect with clients from anywhere at any time. I also communicate extensively through email and Facebook Messenger for follow ups and questions after or in between coaching sessions.
What can I expect from a coaching session?
My financial coaching is tailored to each individual client however a typical coaching session lasts 45 minutes and includes in-depth discussion of financial performance metrics and reporting as well as goal setting and tracking. Initial coaching consultations are 60 minutes and include a discussion of current financial practices and progress, goal setting and the establishment of a coaching plan. Depending on the size and stage of your business or the complexity of your personal financial situation, these times may vary.
How long until I see results?
My goal is for my clients to see immediate financial results and my intent is to provide you with strategies to help you start saving money, establishing better metrics, and maximizing profits within 30 days.
How much does coaching cost?
No client is too small or too big and I offer a variety of packages to fit as many budgets and needs as possible. For as little as $99, you can begin your path to better financial health.
How do you keep my personal information safe?
Protecting your personal information is one of my top priorities. I use only cloud based professional tax, accounting, file share and e-fax software that use secure encryption for all data. I do not store any of your personal information on any unsecure local servers or computers.
What do your tax services include?
I offer comprehensive annual tax services that include the preparation of federal, state, and local taxes as well as e-filing, direct deposit, and audit protection. I also can provide sales tax and payroll tax filing services for business clients. In addition, I assist my tax clients with any letters or correspondence received from the IRS/state/local government regarding their tax filings.
Do you offer any coupons or discounts?
I always offer a referral fee for any referral I receive that leads to a purchase of my services.