Done-with-you bookkeeping and proactive tax strategy
You’ve built something real…and your revenue reflects it.
But as your business grows, so do the financial consequences of every decision you make.
You didn’t start this business to panic every April or guess your way through estimated payments. And at this level, reactive tax filing isn’t enough.
Here’s the truth: once your business crosses into consistent revenue, tax positioning becomes strategy not paperwork.
You don’t just need clean books.
You need financial oversight that protects your profit and supports smarter decisions.
The Trendsetter is for you if:
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You love nothing more than serving others, but you’re so focused on making your prices accessible. You’re working so much that you’re too drained to even head to pilates class on the weekends.
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Even though you’re constantly working, you’re somehow barely making money for yourself. After all your expenses, your bank account is completely drained.
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Opening your credit card statement fills you with instant anxiety. Trying to figure out how much to save for business taxes goes way over your head. When an unexpected expense pops up, you have no idea how you’re going to cover it.
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You have a million questions about your business finances, but your Google searches haven’t been helping. You wish you could ask someone who actually understands your business.
The Trendsetter includes:
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You’ll receive important financial reports delivered to your inbox monthly, making it simple to visualize the financial health of your business. Every month, you’ll meet with your assigned financial consultant and review your financial statements together.
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You’ll have your taxes prepared for you– no stress needed.
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Twice a year, you’ll have your tax situation predicted and prepared for you.
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Your taxes will be calculated for you with a reminder to pay them at the deadline. Pay taxes through payroll? You’ll have your withholdings calculated and set up for you.
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You deserve to feel in control of your business finances. Use our secure client portal to ask questions whenever they pop up and we’ll respond within 48 business hours– no additional charge.
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The Trendsetter package starts at $950/month + $500 onboarding fee. Prices may vary based on your personal needs.
Ready to take action? Here’s what’s next:
01 Inquire:
Start by completing our inquiry form. We’ll reach out as soon as possible to set up a phone call and confirm we’re the right financial professionals for you.
02 Make it official:
After our call, we’ll send you a proposal for the best service to accomplish what you’re looking for. Once you pay your deposit and sign your contract, you’ll join our client roster.
03 Onboard and kick-off:
You’ll be welcomed by our team and receive an invite to our secure client portal. . Once we receive all necessary information, we’ll invite you to our first virtual meeting.
