Services
Clarity, Confidence, and Growth: A Financial Partner Who Aligns Your Business With Your Vision
Start with a Free 30-Minute Consultation and Take the First Step Toward
Financial Clarity
Why Work With Me?
I’m Not Just Your CPA—I’m Your Partner in Building a Thriving, Balanced Business.
Clarity You Can Count On
I simplify complex financial concepts, so you always know where your business stands without adding more to your plate.
Tailored Strategies for Growth
Your business isn’t one-size-fits-all, and neither are my solutions. We create a plan that fits your goals and your busy life.
Proactive Support
I anticipate your needs and keep you ahead of the curve, so you can focus on what matters most at work and at home.
A Partner Who Gets It
As a business owner and parent, I understand the challenges of juggling it all. I’m here to help you streamline your finances and create a business that serves your life
3 Easy Steps to Simplify Your Business Finances
Here’s How We’ll Work Together to Achieve Financial Clarity, Confidence, and Growth.
Step 1: 30-Minute Consultation
Free Consultation
We’ll discuss your business goals, challenges, and where you need support. This is your opportunity to ask questions and ensure we’re a great fit.
Step 2: Accounting and Tax Return Review
We begin every engagement with a comprehensive Accounting & Tax Strategy Review to gain a complete understanding of your financial and tax situation. This ensures a tailored plan that aligns with your goals.
What You’ll Gain:
- Clarity: Identify mistakes and missed tax-saving opportunities.
- Savings: Optimize your financial setup to save on taxes and streamline your operations.
- Confidence: Receive actionable recommendations to create a solid financial foundation.
Includes:
- Review of the past 2 years’ business and individual tax returns.
- Comprehensive analysis of current-year bookkeeping and financial records.
- A 2-hour strategy session to discuss findings and create a tailored plan.
Investment: $1,997
Step 3: Tailored Ongoing Support
Available only after completing Step 2.
I will provide personalized recommendations for the best ongoing support to meet your unique needs and goals. This could include a blend of bookkeeping, advanced tax strategies, financial planning, and other customized services to help your business thrive.
Business Finance Made Simple Membership
Members receive step-by-step guidance from a CPA, practical tools, and live support to manage their business finances effectively—without the high cost of hiring a full-time CFO.
Join Us Today
What My Clients Are Saying
“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.
Frequently Asked Questions
Why do I need a consultation before other services?
The consultation allows us to understand your specific needs and ensure that the services we recommend are the best fit for you and your business.
What makes your Accounting & Tax Review different?
It’s not just about finding mistakes—it’s about uncovering opportunities for growth, maximizing tax savings, and creating a clearer path to your financial goals.
How will I know which ongoing services are right for me?
After your Accounting & Tax Review, I’ll provide a tailored recommendation based on your financial data and business objectives.
What if my books are a mess?
Don’t worry! During the Accounting & Tax Review, we’ll identify what needs to be addressed and create a plan to get everything in order.
How soon can I see results?
Clients often experience immediate clarity and actionable insights from the Accounting & Tax Review, with long-term benefits from ongoing support tailored to their goals.
Still Have Questions? Contact Me!