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I help coaches, creatives, strategists, and experts take their business finances from
shambles to structure so that you can get your business money organized, make empowered financial decisions in your business and stop wasting money on taxes you don't owe.

If you are here then that means you are interested in ongoing accounting & Virtual CFO services! If you are looking for tax preparation services only, click here to get started.
 

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  • Monthly bookkeeping and bank reconciliations

  • 90 min Quarterly Review + Report

  • Unlimited Voxer + Email Support

  • Management reports: Profit & Loss Statement + Balance Sheet

  • $250 Credit towards tax preparation

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  • Monthly bookkeeping and bank reconciliation

  • 30 Minute Monthly Money Calls

  • Financial Dashboard

  • 90 min Quarterly Review + Report

  • Integrated Tax Strategy

  • Unlimited Voxer + Email Support

  • Management reports: Profit & Loss Statement + Balance Sheet

  • $250 Credit towards tax preparation

  • Contractor Management (1099 Filings up to 3) $25 for additional forms

  • 3-month operational budget (new each quarter)

  • 6 week cash flow forecast

Your Info

You understand that this is a call to ensure that we are a good fit to move forward with a service package. This is not a strategy session. I will not provide advice during this call.

Business Info

Have you made an Scorp Election?
Do you have a Quickbooks Online (Essentials, Plus or Advanced) account?
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Which package are you interested in?
The CORE Experience is for businesses with a revenue of $1,000 - $8000/month. The GROWTH experience is for businesses with revenue of $8,000 to $25,000/month. The VirtuaI CFO package is for businesses with a revenue of $25,000/month and higher. I acknowledge and understand the service in which I will be enrolled for my business.
Based on your understanding of our services and the package in which you will be enrolled, are you ready to commit to moving forward working with The Fresh Tax Maven?