Profit & Tax Planning Strategist for Service-Based Business Owners & Entrepreneurs

Keep more of what you make to support the lifestyle you deserve!

Let's Get Started Together

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!

Stressful Cash Flow Problem

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!

Pay yourself to support your lifestyle

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!

Profits Soar

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