You're making money, but have no idea how to make your money work for you.
You're booked out (or close!) and feeling the stress and strain of managing your own books on top of everything else.
You're not excited, or let's be honest... a little afraid, of letting someone peek into your finances and see behind the scenes of your small business.
You've signed on new clients, but your bank balance isn't increasing like you expected.
You want to outsource or bring on a contractor to ease your workload, but you have no idea if you can actually afford it.
“Relief. It's so nice knowing that Jackie has it all handled and organized so I can stay in my lane and focus on the things that I know and do best. Prior to us working together, looking at numbers was always daunting and I had a lot of floating question marks all the time. Even though my business finances are pretty straight forward, it still puts me at ease that I don't have to give it much of my brain space anymore. Your guidance through taxes is equally, if not more, of a relief than keeping tabs on the monthly finances.”
You are ready to get your business finances in order! Whether you need a brand new QuickBooks account or have one that’s a little neglected, we’ve got you!
Setup and customization of your new QuickBooks account
Customized financial reports
Interactive tutorial so you feel confident maintaining everything
When the business is running as expected, I never have to lift a figurative nor literal finger in tracking expenses, income, etc. Recently, I had a slow down in inquiries and when I reached out to Jackie to make a game plan, she truly went above and beyond in assessing the tangible numbers, and in offering advice to help combat inevitable slow seasons.
You are looking for more time to focus on growing your business and clean books to guide you as you do!
Totally done-for-you, recurring accounting services for pristine books and accurate reports
Monthly financial reports
Monthly tax savings analysis
50% off of VIP calls with Jackie
Full of tax, accounting and financial questions that you'd love to get some answers to!
30 minutes of my undivided attention and expertise
A chance to ask all your questions and get personalized feedback
Guidance and direction around taxes
You are looking for a financial partner to provide support and guidance as you grow and scale your business!
Totally done-for-you, recurring accounting services for pristine books and accurate reports. Plus, payroll processing!
Monthly financial reports, customized for your business
Monthly tax savings analysis and financial review video
Monthly VIP call with Jackie to chat
I feel great! I have a really clear understanding of all my expense and income categories - I feel like I know exactly where my money is coming in and where it's going. It's let me raise prices on certain packages (where I'm not profiting enough), and shift around our team's tasks and responsibilities to increase profit. Our monthly calls are also SO beneficial! I constantly get the guidance I need to continue pushing forward.
Let's be honest -- taxes can be the worst (I mean, we love them... but we understand most business owners don't share the love!).
If your QuickBooks is in order -- we can jump straight into it. And if your QuickBooks are a bit of a mess (no judgment here!), we should start with a QuickBooks setup or cleanup.
S Corporations can be a powerful tax-saving tool, but they're not right for everyone! You need an expert to help you determine if the converting to an S Corporation is the best move for you and luckily, we are those experts!
Customized reasonable salary determination
Full analysis (so that you can see the numbers!)
Preparation of Form 2553 (for the IRS!)
Complete Payroll Setup (so you can focus on more important things!)
You absolutely need a business bank account, regardless of your incoming revenue. Keeping your business income and expenses separate from your personal expenses and income is the first step in establishing a professional business. P.S. You don't want to wait until you've got a lot of cash coming in to set up your business bank account -- that's a good way to get stressed out and overwhelmed.
You should be saving 30% of your monthly profit (revenue minus expenses) for taxes. If you're an LLC or sole proprietor, you're responsible for paying 15.5% in self-employment taxes on top of your personal income tax rate.
So much money, yes. When you make an S-Corp election, there are significant tax implications and available savings. Depending on your revenue level, you can save several thousands to tens of thousands of dollars each year in taxes. Overwhelmed by the S-Corp process? We can help you plan and file paperwork to make the process simple and easy!