Whether you’re starting out a business or have had one a while, it can be difficult to manage the daily tasks. We will work together to implement a simple system to handle all your accounting needs.
Already have an accounting system and want to see if it can be improved? We offer free, no hassle, no cost Tech Stack Evaluations.
Interested in working one-on-one to get complete and total control of your money both in your business and personal life?
Desire to understand your finances beyond what your tax preparer tells you to pay each quarter?
We will work together to cover all your money needs. Each coaching packages is tailored and based upon the individual’s needs & goals. Some of our most popular packages include the following topics:
- Entity Selection
- Planning and Managing Your Own Books
- Paying Yourself as a Business Owner
- Understanding of Current Financial Numbers
- Determining where you want to be in the future and developing a step-by-step blueprint of how you will successfully obtain your destination
- Understanding of cash flow and how to improve it (beyond the obvious of selling more!)
-Wealth creation, retirement, debt, and everything in between.
Not quite ready to invest in a financial coach but still want Katie's guidance? Check out the: The Business Blueprint
Cash Flow Management
You know what they say… “cash is king.” Let us help you get a handle on your cash and develop you a cash flow projection.
Tax planning is accessing your current situation & future goals to determine what actions you should take now in order to pay the bare minimum in taxes when they’re due.
The unfortunate thing is most business owners don't know that they can easily save between $5,000-$45,795 on taxes using simple strategies.
The good thing is we're here to help. :)
If you’re a business owner or 1099 contractor and have not ever had a formal tax plan since Tax Reform, contact us today for a free consult and estimate of how much you’re overpaying in taxes.