Profit & Tax Planning Strategist for Service-Based Business Owners & Entrepreneurs
Keep more of what you make to support the lifestyle you deserve!
Certified Profit First Professional Firm helping to Eradicate Entrepreneural Poverty, One Client at a Time
Your Business Should ENHANCE your life, NOT suck the life out of you!
Your business has a cash flow problem if…
- Your accountant tells you that your business has a profit for the year, but you have little or no cash in the bank to show for it
- You barely had enough to pay yourself during the year, or didn’t pay yourself at all
- You had no cash to pay your tax liability at the end of the year
- You have no cash set aside for unexpected expenses, an emergency fund, retirement, vacation, etc…
You DESERVE to have a PROFITABLE & FINANCIALLY HEALTHY Business!
Your business should…
- Pay you enough to support the lifestyle you want
- Provide for your financial security
- Generate enough cash to pay your tax liabilities
- Allow you to have the time flexibility in your life you’re looking for
We care about your SUCCESS!
As a Certified Profit First Professional Firm, we have the expertise to implement a proven system to help you…
- Improve your cash flow
- Increase your profit margin
- Manage expenses
- Clarify your financial dreams and goals
- Grow and scale your business
THESE SERVICES CAN BE INTEGRATED INTO YOUR PROFIT PLAN
PROFIT FIRST CONSULTING
Let us help put a system in place to guide you to more profit in your business.
VIRTUAL ACCOUNTING SERVICES
Whether your business is in our town or across the country, using the technology available today allows us to communicate with you as needed, so you can focus on your business.
TAX PLANNING
Let us help you optimize your tax situation based on your goals and future plans.
What’s Next?
COMPLETE THE LET'S GET STARTED QUESTIONNAIRE
Complete the questionnaire to determine if we are a fit, schedule a discovery call, and get started on a new path working together
DESIGN YOUR PLAN
Based on your needs and goals we will help you develop and implement your profit plan
PEACE OF MIND
We partner with you to create a plan necessary to grow and maintain a profitable and financially healthy business!
Want Permanent Profitability? Get Profit First!
Learn how conventional accounting does not always work for us emotional human beings and its effect on your cashflow and profitability
Receive a copy of the first two chapters of Profit First
“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi