SMALL BUSINESS AND SIDE BUSINESS OWNERS
We help you connect the dots between your taxes, income, and finances to grow your cash and freedom.
Full service, year-round tax accounting and financial support
The traditional model of handling tax preparation and filing returns is more like a one-time, once-a-year document drive-by—often at the last minute and not without moments of stress and anxiety about how much you’ll owe and if you’re adequately prepared for the ensuing cash shuffle.
There’s no time to think strategically about how you can reduce your taxable income while growing your cash. Without foresight and true insight into your financial situation, the opportunity to legally benefit from thoughtful accounting diminishes. It’s often a clear case of “you don’t know what you don’t know” which turns into “darn, I wish I’d known that sooner.”
We do things different around here…
Instead of preparing annual returns with limited knowledge and time…
We work with you throughout the year to plan, prepare, and be proactive with your financials.
Instead of scrambling at the last minute to gather up documents and hope for the best…
You know exactly what to expect and you’ve already submitted most everything needed—months in advance.
Instead of running your numbers only to feel hazy about whether you can afford that next hire or spending money you think you have but really don’t…
You have clear data at your fingertips to make fully informed decisions that will positively impact your financial future.
Instead of feeling shame, fear or stress about your money situation…
You’re confidently in the driver seat with a team behind you who’ll keep you organized and ahead of the curve.
Instead of feeling utterly confused about who does what between a bookkeeper, accountant, financial planner/advisor or totally bummed to discover you could have paid a lot more into your 401(k) while paying a lot less in taxes last year…
You’re taking a comprehensive, thoughtful approach to building your wealth.
Instead of playing a never-ending game of catch-up…
You’re empowered to take control of your future.
Services
CASH BUILDER
Year-round accounting support and financial wellness coaching specifically designed to build your cash reserves and reduce your worries through:
Tax return preparation & filing
Tax compliance
Tax planning
Tax strategies to address any changes, events, ideas or new tax laws so you can take advantage of your options
Tax projections
IRS representations & resolution
Ongoing advisory & consultation
Structured as: quarterly real-time check-ins, phone and text messaging support, and 24-7 access to secure, private portal for document transfer and reporting
CASH BUILDER + BOOKKEEPING
Everything we offer in Cash Builder PLUS bookkeeping services to ensure your financials portray an accurate picture of your wealth, cash flow, and tax position, enabling you to make fully informed management decisions.
Structured as: quarterly real-time check-ins, phone and text messaging support, and 24-7 access to secure, private portal for document transfer and reporting
Tax Return Prep & Filing
Our service packages begin with and include a baseline understanding of your current tax profile through the lens of preparing your federal tax return. But unlike the usual drive-by document dump, we do a thorough assessment of your tax and income situation, help you gather the documentation you need, and set up your estimated tax payment vouchers for the coming year.
Ready to be in control and win with money? Let’s chat…
Hi! I’m Jen
I help small business and side-business owners reduce their taxable income, grow their cash, and organize their finances so they have the financial freedom to live their best, adventurous life.
Being an accountant, it should come as no surprise that I love numbers! I particularly love helping people fall in love with their own numbers. Well, if not love then at least a strong sense of comfort because when you have a good understanding of what’s going on between your income, taxes, and cash flow, you’re empowered to make decisions that will simplify your life.
After 17 years working in traditional accounting firms, I knew I wanted to do things different from how people typically go about “doing their taxes,” especially if you’re running a business—whether it’s your full-time gig or something on the side.
I want to nix the one-time-a-year, last-minute document drive-by experience with filing a return and instead offer year-round accounting support to help you plan, prepare, and be proactive with your money.
I want to eliminate any money stress and anxiety and have time to get into your numbers so we can see exactly where you might be paying more in tax than you need and missing out on opportunities to grow your cash.
And I want to guide you along a path toward your dreams and help you take steps toward financial independence, freedom, and peace—and make paying taxes pain-free!