Financial clarity in plain English

Make Confident Money Decisions (Finally)

I help law firms, realtors, contractors, and solopreneurs understand their money in plain English, so you can make confident decisions without the overwhelm.

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PACKAGES AT A GLANCE
Choose Your Level of Support
Financial clarity that grows with you—from keeping your books clean to strategic CFO-level guidance.

Money Management
Starting at $1,000/month

Books done right, taxes filed on time, zero surprises.

Monthly bookkeeping, financial reports in plain English, tax prep (business + personal), quarterly estimates, sales tax.

Money + Strategy
Starting at $3,500/month

Make confident decisions backed by real numbers.

Everything above, plus: monthly strategy calls, custom KPI dashboard, 13-week cash forecast, proactive tax planning, job profitability tracking.

Full Financial Partnership
Starting at $6,000/month

Your financial co-pilot thinking three steps ahead.

Everything above, plus: strategic planning, rolling 12-month forecasts, pricing optimization, advanced tax strategy, M&A or exit prep, monthly advisory sessions.

Not sure which fits? Book a free discovery call and we'll figure it out together.

See what’s included →

HOW WE WORK
From Chaos to Clarity in 30 Days
A simple process that gets you organized fast—then keeps you confident all year.

1. Discover
Quick look at your books, cash flow, and tax situation to find immediate wins and build your 30-day roadmap.

2. Set Up
Get your systems right: clean books, plain-English reports, and a dashboard that actually makes sense.

3. Run
Monthly closes by the 15th, quarterly tax planning, and quick answers when money questions pop up.

4. Decide
Real numbers for the decisions that matter: Can I hire? Should I raise prices? Is it time to grow?

Ready to stop guessing?

Book a clarity call →

The financiers are calculating personal taxes for their customers.

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Wishing you a warm, joyful, and peaceful Christmas season.

Wishing you a very Merry Christmas.

Whatever you choose, let it guide your goals, decisions, and energy as you step into a new year.

If you plan to make charitable contributions this year, a little preparation can help your giving make a meaningful impact on your taxes.

Not all donations qualify, and not all types of giving are treated the same, so it is important to keep good records and understand what counts.

Here are a few things to keep in mind:

1. Make sure the organization you support is an eligible charitable entity.

2. Keep meticulous records, receipts or acknowledgement letters for every donation.

3. Charitable tax rules can be complex. Speak with a tax professional to help you avoid mistakes and maximize potential benefits.

Giving with intention helps you support causes you care about while staying organized and prepared for tax season.

Follow for more tips to make running your business easier.

Before the year ends, take a closer look at the software and tools your business is paying for.

You might be surprised how many subscriptions renew quietly in the background without you even using them.

Here’s what to review:

- Monthly subscriptions you forgot you signed up for

- Annual renewals you only notice once they hit your card

- Duplicate tools that do the same thing

- Free trials that turned into paid plans

- Software your team no longer uses

Cleaning these up can instantly improve your profit margins and reduce unnecessary monthly expenses.

Even a handful of small charges add up over the year.

Follow for more tips to make running your business easier.

Smart tax planning is not something you do in April... it starts now.

Many of the most effective tax strategies only work when you plan ahead, not at the last minute.

Waiting until tax season can mean missed opportunities and higher tax bills.

Here are three practical tax strategy steps you can take today:

1. Review your year to date profit to see if you should delay income or bring forward deductible expenses.

2. Update your records so you can identify any tax deductions or credits you may qualify for.

3. Schedule a tax review with your professional to discuss strategies you can still use before the year ends.

Planning ahead gives you options.

Book a call with us now!

Every business reaches a point where doing it all yourself no longer works.

Here’s how to know who you need and when:

Bookkeeper - When your books are behind, you’re guessing your profit, or tax time feels stressful because nothing is organized.

Tax accountant or tax pro - When you need help with taxes, compliance, filings, business structure, or making sure you’re not overpaying in taxes.

CFO - When you’re growing fast and need bigger picture support like forecasting, cash flow planning, budgeting, or strategic guidance.

The right financial support can take a huge weight off your plate and help your business grow with clarity.

_tallyz_

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