Specializing in Heart-Centered Holistic Health & Wellness Businesses
No stress professional bookkeeping and tax preparation
Giving you the freedom to do what you love most!
As “The Strategic Accountant”, I free my clients so that they can do what they love most. My services are designed to allow business owners stress-free tax time, knowledge for growth, and peace of mind knowing they can focus on their business and enjoy life. Backed by a team of industry experts, I provide you with the tools to focus your energy toward building your business, reaching your goals, or just knowing your “numbers” without losing time with family and friends.
A business lives or dies based on whether the CEO has up-to-date financial
information. Survival depends on having their books done by a professional like
myself who understands all the tax-saving deductions available.
I am your outsourced CFO. I lighten your load by taking the weight of your books, tax
prep, and budgeting, off your shoulders. I educate you in reading the financial
statements and reports so that you can make business decisions that grow the
bottom line.
Don’t waste any more time or money because you don’t know your numbers. Instead,
contact me today so I can show you how to make your books work for you instead of
weighing you down. Send me a message here on LinkedIn or schedule a 30-minute
consult.
How Can I Serve You?
Virtual Bookkeeping
Fixed Monthly Cost
Results Oriented
Manage & File Taxes
Tax Services
Individual Tax Preparation
Corporate, Partnership, & LLC
Estate & Trust Tax Reporting
Financial Planning
Financial Statements
Financial Oversight
Benchmarking & Budgeting
Additional Services
Year End Reporting
Clean Up
New Business Setup
Virtual Bookkeeping
With over 15 years of experience working with small businesses, and access to an exclusive group of over 10,000 accountants, CPAs and bookkeepers from all over the US, you can be guaranteed that your transactions and records will be kept up-to-date and accurate.
Always on time
I have many years experience and many happy clients. On time with bookkeeping and never missed a tax deadline.
Exceptional Availability
Responds to communication within 24-48 hours. Sunday is a day off. – Phone, email, and video support are available.
Maximum Profitability
Monthly conference to review financial statements giving you the ability to make proactive decisions instead of reactive decisions/
hard working
Always up to the task and will see it through to the end
Classified Transactions
Daily activities recorded and organized. Transactions matched to the bank statements and outstanding checks.