Financial Advisor for Small Business

+ How do you keep my data safe?

Protecting your sensitive financial data is our top priority (we’re compliant with the FTC Safeguards rule). We’ve implemented robust security measures, including PTIN Security Certification, which involves managed IT services, VPN, and secure portals. This ensures that your information remains completely safe and secure as long as you don't email it to us directly. We take data privacy extremely seriously, so you can rest assured that your confidential details are in very responsible hands.

Absolutely. Tax preparation and strategy are included in our retainer services. However, we do have a limited number of tax-only clients that we take on each year for those who aren’t ready for monthly support.

Not at all. While we're more than happy to handle your business and personal tax needs, we're also willing to collaborate with your existing tax accountant. In that case, we'll provide them with all the necessary information and documentation from your business to ensure a seamless tax filing process for your personal return.

You're welcome to keep your current bookkeeper on board. However, they'll need to provide us with your financial data in the specific format and timeline we require for our analysis. Typically, QuickBooks Online works well, but your bookkeeper must handle the accounting in a way that aligns with our needs.

Each of our services requires a minimum 12-month commitment. This allows you to have the best experience possible. However, if you are unhappy with your services or need to disconnect, we allow you to terminate with a 30-day notice (with services paid during that period) for proper off-boarding. You will not receive tax preparation if you terminate before making at least 6 months of payments

Yes, absolutely. If sales taxes are a part of your business operations, we'll incorporate them into our tech stack and ensure that they're maintained and filed properly, mitigating potential risks.

No, we are not financial advisors. However, we work closely with our client's financial advisors to ensure that any retirement contributions or investment decisions are handled correctly from a tax perspective. Our role is to provide the financial data and analysis that enables you and your advisor to make fully informed decisions. However, if you are in need of an advisor, we are happy to recommend a few we love.

Yes. While our hearts align most with female entrepreneurs, we are willing to extend our expertise to any entrepreneur who wants a profitable business.