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Services

Financial services for entrepreneurs:
Get access to quick, accurate advice you can trust

“Amanda makes you feel like you’re her only client.”

martha maurno
I now have confidence that I’m on the right track. I know if I have a question about something, Amanda will answer it pretty much immediately. Amanda is always evaluating, gives me all my financials, tells me what’s going well, what advice she has for other things, and she’s always looking to see how she can help more.
– Martha Maurno
dani kenney
Having Amanda in my corner lets me move forward powerfully and quickly because I don’t have to worry about the things I’m not good at. I know she will answer my questions very quickly, and I trust that the answers are what’s best for me and my business.
– Dani Kenney

Accounting isn’t magic…
But releasing all your financial stress sure feels that way

amanda with a wand

Wave, Quickbooks, Freshbooks, Turbo Tax, Zip Books, Xero…

There is no shortage of DIY accounting and tax prep options out there.

But when you’re tired of fighting with them, running into weird tech issues that make a bigger mess, and can’t stand hearing yourself ask, “Am I doing this right? Did I pay enough? Did I pay too much?!” once more

Finding the right professional can feel like magic.

Here’s How I Help

Financial Consulting

Estimated Revenue: $75,000 – $100,000

The expense of starting a business can tempt you into doing everything on your own. But when numbers and finances fall outside your zone of genius, the best way to ensure you’re going things right is to work with a professional.

Optimize your tax return and gain confidence with year-round accountability and clarity, starting from $300/month.

Includes:

  • Tax Prep
  • Federal & State E-filing
  • Quarterly Tax Payment Vouchers
  • Monthly Tax Strategy & Reviews
  • 30 Minute Monthly Call
  • 60 Minute Quarterly Goal Call
  • Cash Flow Forecasting

Financial Consulting + Bookkeeping

Estimated Revenue: $100,000 – $250,000

As your business develops, so do your financial needs. By adding bookkeeping to your financial consulting package, we accurately track and categorize your income and expenses so you can make more empowered business decisions.

Take charge of your finances with tips and strategies to systemize your recordkeeping and improve overall financial knowledge, starting from $575/month.

Includes:

  • Everything in the Financial Consultant Package
  • Monthly Bookkeeping
  • (3) Basic Monthly Reconciled Financial Statements
  • Basic Breakdown of Financials for Enhanced Understanding

CFO Package

Estimated Revenue: $250,000+

This is the total package. We take you beyond understanding your finances and dive deep into the numbers so you can focus on growing your thriving business.

Move forward powerfully and meet financial milestones quickly, knowing this important facet of your business is under control by an expert.

Includes:

  • Everything in the Financial Consultant + Bookkeeping Package
  • Detailed Financial Breakdowns
  • Comparative Financials
  • Budgets & Projections
  • Optimized Goal Setting
  • Annual Tax Strategy
  • 60 Minute Monthly CFO Call

Ready to get started?

Amanda at her desk

“Amanda answers my questions very quickly, and I trust her answers are what’s best for me and my business.”

My clients know they can rely on me to get them the most accurate and up-to-date financial advice.
I want you to feel that from the start.

So here are answers to some questions you may have:

Q: Do you provide standalone tax services?

A: I’ve never met a business owner who needed help at tax time and couldn’t use guidance through the rest of the year.

I focus on total financial consulting so you aren’t overwhelmed with stressful surprised come tax season.

Q: Does it matter where I’m located?

A: As long as you’re in the United States, I can help you!

Q: Are you a CPA?

A: No, I’m an IRS Enrolled Agent, which gives me the authorization to represent taxes across the USA.

My commitment to your financial success also means I take at least 24 annual education credits to ensure I’m 100% up to date on current tax knowledge.

Q: Will this take a lot of my time?

A: My goal is to help you take back time so you can focus on running your business. In fact, a bookkeeper can save you at least 10 hours a month, on average.

When we start working together, I’ll need your willingness to work closely with me and answer questions so I can get everything sorted out.

And once we’re on the same page, your only commitment will be 30-60 min each month to review and analyze your financial goals.

It doesn’t matter how messy things feel right now…

We’ll get it figured out and fixed up for you.
Who knew accounting could be so comforting, right?

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