Tax, Accounting & Advisory Solutions Tailored to
Your Financial Needs
TAX PLANNING AND PREPARATION
Minimize Your Tax Liability and Maximize Your Financial Success
Our tax planning services are designed to proactively manage your tax obligations throughout the year, ensuring that you are taking advantage of all available deductions, credits, and strategies to optimize your tax position. Our team of experienced tax professionals will work closely with you to develop a strategic tax plan that aligns with your financial goals.
Some key aspects of our tax planning services include:
- Individual Tax Planning
- Business Tax Planning
Our tax preparation services are aimed at efficiently and accurately preparing your tax returns to ensure compliance with all applicable tax laws and regulations. We understand that tax preparation can be a time-consuming and complex process, which is why we offer our expertise to streamline the process and ensure accuracy.
Here's what our tax preparation services include:
- Individual Tax Preparation
- Business Tax Preparation
- 1099 Filings
- Multi State Tax Filing
Contact us today to learn more about how our tax planning and preparation services can benefit you or your business. We look forward to helping you achieve your financial goals while minimizing your tax burden.
out of taxes.
ACCOUNTING
Reliable and Accurate Financial Management
We offer comprehensive financial management solutions tailored to meet the unique needs of your business. Our team of experienced accountants is committed to providing reliable and accurate accounting services to help you maintain a clear financial picture and make informed business decisions. With our expertise and attention to detail, you can trust us to handle your accounting needs while you focus on growing your business.
Our Accounting Services Include:
- Financial Statement Preparation
- Budgeting and Forecasting
- Financial Analysis and Consulting
Contact us today to discuss how our professional accounting services can benefit your business. We are dedicated to delivering reliable, accurate, and customized financial management solutions that contribute to your business's success. Let us handle your accounting needs, allowing you to focus on what you do best - running and growing your business!
Things being made beautifully simple are at the heart of everything I do
ADVISORY
Expert Tax and Accounting Advisory Services
We offer expert tax and accounting advisory services tailored to your financial needs. With years of experience in the field, our team of certified professionals is dedicated to helping individuals and businesses navigate the complex world of taxation and financial management. Whether you're looking for strategic tax planning, precise accounting solutions, or proactive financial advice, we are here to guide you every step of the way. Trust us to optimize your financial well-being and ensure compliance with the latest tax laws. Explore our comprehensive range of advisory services and let us be your partner in achieving financial success.
Our Advisory Services Include:
- CPA-Lead Consultation
- Year-End Financial Review
- Tax Consultation
- Quarterly Estimated Tax Calculation
- Tax Withholding Estimator
Contact us today to discover how our advisory services can assist you or your business. We eagerly anticipate aiding you in reaching your financial objectives while reducing your tax obligations.New Paragraph
Bookkeeping Services -
Clarity you can count on
Monthly bookkeeping support tailored for beautypreneurs and small business owners who want clean books, clear numbers, and confidence come tax time.
Whether you're just getting organized or ready to hand off your finances to a pro, these CPA-led packages are designed to meet you where you are—and take you where you're going.
Basic Bookkeeping – “Foundations First”
Price: $550/month
Perfect for: New or solo beauty pros ready to organize their business finances and stay compliant.
Includes:
- Revenue & expense categorization
- Monthly bank reconciliations
- Monthly financial reports
- Email support
- Annual P&L for tax filing
- Quarterly check-in via email or Zoom
- CPA oversight on all books
Contact us today to discuss how your goals align with our services.
Growth Bookkeeping – “Peace of Mind Monthly”
Price: $750/month
Perfect for: Growing businesses that want regular insight into their numbers and to prep for tax time all year long.
Includes everything in Basic, plus:
- Monthly P&L & Balance Sheet delivery
- Client/vendor expense breakdown
- Monthly check-in via email or Zoom
- Sales tax tracking (if applicable)
- Year-end tax packet preparation
Contact us today to discuss how your goals align with our services.
Premium Bookkeeping – “Tax-Ready + Strategy-Backed”
Price: $1,150/month
Perfect for: Multi-service salon owners, suite renters with teams, or businesses needing hands-on financial support.
Includes everything in Growth, plus:
- Monthly CPA review & email strategy suggestions
- Monthly KPI dashboard (top income, expenses, profitability trends)
- Monthly video walkthrough of your reports
- Priority support
- IRS notice/audit response protection (for filed returns)
Contact us today to discuss how your goals align with our services.
Need something custom? Click below to schedule a paid consultation and we'll build a plan that matches your needs and budget.
I'll keep your books on track, I have a knack for that.
Take control of your business finances with high-level support — minus the full-time price tag.
Our Fractional CFO packages are designed to grow with you — from getting your numbers in check to scaling your revenue with CEO-level strategy. Whether you're building momentum or managing millions, we've got a financial game plan tailored for your next level.
CFO Lite - "Numbers in Check"
Price: $1,250/month
Perfect for: Solo business owners or beautypreneurs earning consistent revenue and ready to gain clarity on their financial health.
Includes:
- Monthly financial performance review (P&L, balance sheet, cash flow)
- Budget vs. actual analysis
- Cash flow snapshot & forecasting (quarterly updates)
- Unlimited email support for financial questions
- 1 Monthly Zoom check-in (30 minutes)
Goal: Help you understand your numbers, so you can make smarter moves and avoid money mess-ups.
Contact us today to discuss how your goals align with our services.
CFO Growth - "Profits with Purpose"
Price: $2,000/month
Perfect for: Growing businesses ready to scale sustainably with more strategic oversight and proactive planning.
Includes everything in CFO Lite, plus:
- Custom KPI dashboard creation
- Revenue & expense trend analysis
- Cash flow forecasting (monthly updates)
- 1099 contractor strategy review & payroll guidance
- Strategic tax planning integration
- 2 Monthly CFO strategy calls (60 mins each)
- Profit margin & pricing evaluation
Goal: Turn growth into lasting profits and keep your business financially fit all year long.
Contact us today to discuss how your goals align with our services.
CFO Elite - "CEO-Level Strategy”
Price: $3,500/month
Perfect for: Multi-six-figure businesses (salons, boutique agencies, rental property portfolios, etc.) needing a full partner in financial leadership.
Includes everything in CFO Growth, plus:
- Bi-weekly check-in calls (30–60 mins)
- Full cash flow management & scenario planning
- Annual & quarterly budget creation + rolling forecasts
- Financial systems & workflow audits (QuickBooks, POS, etc.)
- Monthly investor-ready reporting (if needed)
- VIP text/voice note access for urgent financial decisions.
Goal: Bring a CFO mindset to your biz so you can lead with clarity, scale with strategy, and sleep easy.
Contact us today to discuss how your goals align with our services.
