Financial Coaching & Tax Services
Financial Coach
If you are ready to make a positive life decision to reduce debt and increase wealth, we can assist you. Through coaching we will empower you to make behavioral changes, which includes strategic budgeting so that you make better financial decisions. We will analyze your unique debt situation (i.e. student loans, mortgages, credit cards, etc.) along with your monthly expenses and income to create a dynamic plan that will allow you pay off your debts in less time. If you’re interested in financial freedom please contact us to learn more.
Tax Returns
If you have a Schedule C business, an AirBnB, need assistance getting your tax organized, or preparing your tax return, we can help. For tax returns we use a secure portal so all your personal information is safe and you can send it via the Internet from anywhere!
Tax Planning
Navigating the tax code is like playing a board game with 60,000 pages of complex rules, except if you lose this game it could cost you thousands of dollars every year! You may be missing out on credits, loopholes and other deductions. We offer strategic planning that can help you keep more money in your pocket and less in Uncle Sam’s. Contact us so we can start putting a plan in action.
Click the button to fill out an intake form so we can get started. We will get back to you ASAP to see how we can assist you.
Get Radical With Your Business
Profit Strategy and CFO Services
For Creative & Purpose Driven Entrepreneurs
Are you tired of the guessing game with your business finances? Struggling to maintain a reliable cash flow? Our CFO & Profit Strategy services are here to stop the uncertainty and help you achieve financial stability.
✋ Stop The Guessing Game With Your Business: Say goodbye to unpredictable monthly income and hello to reliable positive cash flow.
💸 Services Offered:
Tailored guidance to achieve your personal and business goals.
Financial strategies without all the accounting mumbo-jumbo.
A forecasted plan that works for you.
Actionable steps to keep you on target.
Ongoing support to reach your vision of success.
Your virtual CFO will be your cheerleader, confidant, mentor, and accountability buddy.
We aim to empower entrepreneurs to reach their personal and business goals through consistent cash flow, guidance, and accountability without drowning them in financial jargon. We understand the challenges of financial navigation and specialize in simplifying the process to provide practical, actionable insights.
Whether you are a startup or an established business, we offer different levels of business mentorship and CFO services tailored to your business size, budget, and needs. Let us help you navigate the complexities of finance so you can focus on growing your business with confidence and clarity.
COULD YOU AND YOUR BUSINESS BENEFIT FROM THIS?
HECK YA!