MY SERVICES
Because nothing says ‘happy’ like saving time and knowing exactly where your money is, every single month.
With this package, I’ll process your books, generate all the financial reports you need, and send you a video of financial highlights every month. I’ll also get you set up with a tax plan, so you never have to experience a panic-filled April again.
THIS PACKAGE IS FOR YOU IF:
- You’re ready to free up your time by outsourcing your bookkeeping
- You want all the data at your fingertips to make informed, smart decisions for your business
what’s included
- Monthly Bookkeeping
- Monthly QuickBooks Reports
- Quarterly meetings to discuss financial statements and proactive tax planning so there are no surprises at year end
- IRS Correspondence
- 1099 Preparation
- Discount for QuickBooks® Online Subscription
- Discount for Gusto Payroll
- Dext Online Receipt Capture
- Direct Messaging via Tax Dome
- Business Tax Return Preparation
- Private Portal
***Quickbooks Online Clean up is quoted separately
With this package, I’ll help you develop and implement a profit plan that’s focused on your unique business goals. You’ll have full peace of mind knowing your finances are covered by someone you trust, so you can focus on the things that move the needle and bring you joy.
THIS PACKAGE IS FOR YOU IF:
- You’re ready to understand the full financial picture of your business and get clarity on what’s worth pursuing versus what’s no longer worth your time
- You want a trusted sounding board for your business — a third-party who will listen to what you want, give it to you straight, and is just as invested in your success as you are (no matter what that “success” looks like to you)
what’s included
- Weekly Bookkeeping
- Monthly QuickBooks Reports
- Monthly meetings to discuss financial statements
- Financial dashboards with Key Performance Indicators
- Quarterly meetings to discuss financial statements and proactive tax planning so there are no surprises at year end
- IRS Correspondence & up to 5 hours of audit support
- 1099 Preparation
- Discount for QuickBooks® Online Subscription
- Discount for Gusto Payroll
- Dext Online Receipt Capture
- Unlimited email & Direct Messaging via Tax Dome
- Private cell phone number & texting service
- Business Tax Return Preparation
- Private Portal
***Quickbooks Online Clean up is quoted separately
Increase your bottom line with our Bottoms Up! Strategic Tax Planning services. As a Certified Tax Coach, I will work with you to develop a plan to reduce your tax liability. Less taxes equals more money for you to invest in your business or take that long deserved vacation.
You deserve to feel empowered by your business’ finances, not overwhelmed by them.
THIS PACKAGE IS FOR YOU IF:
- You are tired of feeling like all your hard work is just going to paying taxes
- You’re ready to work with a proactive tax advisor year round
- You’re ready for a better plan for the next month, quarter, and year, so you can plan for big cash injections and time off from your business
- You want to increase the cash in your pocket without working more hours, so you can spend your time and money where it matters most to you (with zero guilt)
- Your books and records are in good order so we can start planning right away (if not, check out our Happy Hour and Top Shelf Packages)
what’s included
- 1 on 1 Discovery Session with your Certified Tax Coach to review your tax returns and discuss your business goals to see if you are missing out on tax saving opportunities or making costly mistakes
- Detailed Proactive Tax Plan. You will receive a detailed customized tax plan, written so you can easily understand. We will also discuss how to implement each strategy so you can get started right away.
- Quarterly strategy calls to make sure you are on the right track all year long.
- Direct messaging via our secure online client portal Tax Dome
THE BOTTOM LINE?
Making confident business decisions starts with understanding your finances.
But that doesn’t mean you have to do it all on your own. I can help.
YOUR TIME IS WAY TOO VALUABLE TO SPEND IT STARING AT
SPREADSHEETS THAT NEVER GIVE YOU THE FULL PICTURE.
You didn’t become an entrepreneur to give yourself a job. You did it for the time freedom. To do work you love while still finding plenty of time and space for the other things that light you up.
So why are you running around in circles trying to do ALL the things… without even knowing what’s helping your bottom line?
- Scrambling for receipts and stressing over whether you can pay your taxes (or how much they’ll be)
- Wondering if you can afford to outsource the help you so desperately need
- Losing sleep over whether you’ll be able to pay yourself this month
- Working longer hours and biting off more than you can chew, just so you can afford the next course, coach, or time-saving tool you’ve got your eye on
It really, really doesn’t have to be this complicated.
What if I told you the answers you’re looking for are already there… you just need to know where to look?
That you can stop making decisions based solely on emotions, and instead have everything you need to make confident, informed choices about your time and money, right at your fingertips?
That you can have total peace of mind, knowing that your taxes, bills, and contractors can be paid on time? (After we put you first, of course.)
To feel excited and accomplished, knowing that all your hard work is paying off (plus some)?
You’ve got options. And they’re hiding in your numbers.
I’ll take your books off your hands, so you can spend less time crunching numbers and more time doing what you love.
But I won’t stop there.
I’ll walk you through those numbers, giving you a crystal clear understanding of where your business stands and all your options for moving forward.
Because as an entrepreneur, you deserve to feel empowered by your finances, not overwhelmed by them.
Kind Words
"Being a solo entrepreneur can be tough, and she takes the accounting aspect and put me at ease."
Kristin has helped keep me prepared every year for my taxes, so I know how to plan and what to expect. With Kristin, I know I am taken care of, and my business is operating exactly as it should.
Working with Kristin isn’t a transactional experience… you grow a warm, trusting relationship. I highly recommend if you are looking for dependable, personable, trustworthy accountant that you go with Kristin Gravitt!
- Erika Shepard
Erika Shepard Healing & Coaching
For Small Businesses
Establish greater profitability and business efficiency!
Tax Planning
We have the expertise and knowledge you are looking for in a CPA and can help you navigate your options.
Customer Stories
"Being a solo entrepreneur can be tough, and she takes the accounting aspect and put me at ease."
"Kristin has helped keep me prepared every year for my taxes, so I know how to plan and what to expect. With Kristin, I know I am taken care of, and my business is operating exactly as it should.
Working with Kristin isn't a transactional experience... you grow a warm, trusting relationship. I highly recommend if you are looking for dependable, personable, trustworthy accountant that you go with Kristin Gravitt!"