Are you feeling overwhelmed and scared because you don’t know how your business is doing? Would it help to know your business is running like a well-oiled machine?
It’s all within your grasp. Let us replace your fear with confidence and success!
When you partner with us, we’ll help you:
- Reduce overwhelm
- Understand your financial reports
- Set goals for your business and create a plan for achieving them!
The first step to reducing your fear is scheduling a call!
Your success is our success!
When you work with us, you’ll know exactly how your business is doing. You’ll feel confident that all your tax and accounting needs are taken care of so you can focus on running your real estate business and growing your net worth.
You’ll no longer fear your business isn’t doing well, because we’ll inform you every step of the way and teach you how to read your financial reports.
been sending to us since the lock down
started. They have been very helpful."
Here is How We Can Best Serve You
We offer the following services so you can focus on the work you love to do.
Resources
Small Business Owner’s Guide to Accounting
If you’re like most small business owners, you wear many hats - and that includes accounting. While...
How to Pay Yourself as a Small Business Owner?
There’s a right and wrong way to pay yourself as a small business owner. Unfortunately, if you...
7 Ways to Sabotage Your Accounting
Accounting is the lifeblood of a business. It helps you determine whether your business is profitable or...
9 Questions to Ask Your New Accounting Firm
Working with an account is a business relationship. With 1.39 million accountants and auditors in the United...
2022 Cloud Accounting Versus Desktop Accounting
Accounting has been around for 7,000 years, and during that time, a lot has changed. We’ve moved...
Quickbooks Online or Xero, Which Is Right for Your Business?
If you’ve been following accounting technology changes in recent years, you know that more businesses are turning...
Frequently asked Questions
Bookkeeping and Accounting
We work with most business owners and high-net-worth individuals.
Most all small business owners can benefit from accounting and bookkeeping.
The same applies for new business owners – the longer you delay getting your books in order, the harder it will be down the road to make good decisions and ensure you aren’t missing any tax deductions.
Bookkeepers and assistants are typically the first hires successful entrepreneurs to make in their business.
If you haven’t had an accountant before, you have nothing to worry about! We will help you get your books caught up to date and get your technology in place to support the accounting within yourbusiness.
If you already have a bookkeeper or accountant, we can still serve as your outsourced CFO, assist you with an accounting system implementation, provide you with advisory services, or help you with tax compliance and tax planning services. So, in short, we may work alongside your existing service provider.
Alternatively, you may prefer that we take everything over, and we’re happy to do that!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
You bet. We can help you get them up to date. That being said, don’t hold off on doing so. The longer you wait, the bigger the mess and cost it is to fix.
Deciding who you want to help you with your accounting and bookkeeping is a big deal. Most business owners see a return on their investment when working with the right accountant.
However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
In most cases, yes.
Some of our clients just need us to set up their accounting and bookleeping software, and then they will take over the monthly accounting function.
Other clients desire for us to set up their accounting system and then have us candle the monthly accounting and bookkeeping so they can focus on growing their business.
For others, they already have their accounting system set up and staff in-house to do the work, but they need accounting support from advisory experts.
Whatever you need, we’re here to support you and your business.
Yes we do.
Our cost varies based upon your needs and wants. We’ll be able to provide you with a quote when you sign up.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.
Tax Planning and Preparation
Absolutely! We do tax planning first so we can reduce your taxes and then with upon our plan, there will be no surprises come tax time.
We work with most business owners and high-net-worth individuals.
Tax planning is complex, and it requires us to evaluate a lot of criteria to help you save as much money as possible. When you work with us, we partner with you to legally and ethically reduce your taxes as much as possible. We do this every single day and are experts in the field so you don’t have to be!
If you haven’t had an accountant before, you have nothing to worry about!
We can help ensure you get everything up to date and also minimize your existing tax liability.
For some businesses, it even makes sense to go back and amend previous tax returns to get access to more deductions. That being said, you will want to book a call sooner rather than later – because we can only go back so far, and waiting even more time could mean fewer savings for you.
We sure can. You are more than welcome to work with your existing accountant. We understand most CPAs and accountants don’t do tax planning like we do. So, we’re happy to just do the tax planning!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
Everyone is different. We’ll look at your current circumstances and goals for the future to create a custom ta plan for you! The first call is always free and we’ll use that time to understand your situation and provide suggestions for the future.
As part of our planning process, we typically review past returns. If we come across errors, we will make you aware of them, their impact, and what options you have regarding fixing them.
Deciding who you want to help you with your taxes is a big deal. Most business owners see a return on their investment when working with the right accountant. However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.