Enrolled Agent with IRS and accounting professional. I help small business owners clean up books, deal with IRS and state notices, file taxes, and be more proactive with their accounting systems.
We take a 3-step approach:
Get Current: books cleaned, taxes filed, respond to late fees and penalties
Implement Systems: Monthly reconciliation, reporting workflows, how to pay contractors and employees correctly, making sure we get in a rhythm so there's no surprises going forward.
Advisory: We know your numbers and your business -- We know if you can hire, we know cash flow is tight, we know levers to pull to reduce tax liability. We partner and advise you along your business journey.
I want to meet people that serve small business owners. I want meaningful connections so I can refer out services that I don't do and vise-versa.
The small business owner that doesn't have a great relationship with their accountant. Usually, $80K profit to $5M.
We have extensive experience with painting companies, mental health therapists, marketing agencies