Define Financial Success
on Your Terms.
CPA for Solopreneurs with $250k-$2m in revenue.
STREAMLINE your
FINANCES
MAXIMIZE your
WEALTH
UNLOCK more TIME
Less Hustle. More Freedom.
You left your 9 to 5 for more freedom, not less. But somewhere along the way, you thought being a solopreneur meant doing it all. The problem is when you do all those things (like your finances), it prevents you from growing your business or, better yet, creating more time in your life. Plus, all those little things add up and prevent you from doing what you love. Let’s fix that problem.
What Solopreneurs Are Saying
Services
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1:1 CPA Services
Starting at $1500/month
For solopreneurs who want to spend less time in the weeds and more time strategizing to make a deep and meaningful impact on their financial outcomes. We cover cash flow forecasting, tax preparation, bookkeeping, and personal finances. It’s all under one roof.
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1/2 Day Strategy
$3000
For aspiring solopreneurs: looking to ditch the 9-5. We’ll review your complete financial picture with a blueprint to create MORE freedom in your life.
For existing solopreneurs: we’ll assess where you are and where you want to go so we can strategize and outline your next steps. -
1-Hour Strategy
$800
For current solopreneurs: who want to make sure they’re maximizing their long-term wealth. This quick session focuses on answering your pressing financial and tax questions.
For aspiring solopreneurs: who want to make sure they set up their business right the first time. We’ll cover what you need to know along with your questions.
How It Works
1
Get started
Let’s talk about where you are in your money journey as a solopreneur, where you’d like to go, and how we can work together to reach your destination.
2
Get organized
We’ll map out and organize your financial life so you don’t have to. We’ll make a list of everything you need and do the heavy lifting for you.
3
Take action
Once your financial life is organized, we’ll bring meaning to your numbers by creating a set of actions to reach your money destination.