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
– Dani Kenney
Accounting isn’t magic…
But releasing all your financial stress sure feels that way
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
Individual or Business
Take the stress out of tax season and have your individual or business tax returns prepared by an Enrolled IRS Agent.
Optimize your return with a tax professional, starting at $300.
Tier 1: Bookkeeping
Estimated Revenue: $15,000 – $50,000
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 doing things right is to work with a professional.
Optimize your tax return and gain confidence with year-round accountability and clarity, starting from $500/month
Tier 2: Accounting & Strategy
Estimated Revenue: $50,000 – $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 $800/month.
Tier 3: Fractional CFO
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, starting at $1200/month.
Current Clients Only
Ready to get started?
“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.
Q: Do you provide standalone tax services?
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?
Q: Are you a CPA?
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?
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.