B.O.S.S. stands for Business Optimization & Strategic Support. This for the boss who is ready to to step up to their full potential, gain all the rewards all while simplifying the process. You receive Insanely valuable all-inclusive monthly accounting & tax services that provides you with an immediate return on investment.
What is B.O.S.S.?
- B.O.S.S. stands for Business Optimization & Strategic Support.
- This service is for ambitious creative entrepreneurs who want a go-to advisor for no-nonsense, personalized tax and accounting services to create space for a more easeful life and business
- This is our one-stop-shop for all income tax, bookkeeping, payroll and accounting services for driven business owners like you who want to ensure the numbers are right and the tax savings is flowing
- You get stellar attentive communication, response times, reminders, feedback, laid out options for you to make decisions, and so much more
- Which means you can check things off your plate! Meeting filing & payment deadlines and handling routine actions have never been easier
- You, as the owner/CEO. have full confidence and certainty because you have a communicative, proactive CPA who you can laugh with and be your authentic self
“She met me where I was and guided me where I wanted to go. It is a necessary investment for sure!”
– Ariana Gil
Leadership & Diversity Inclusion Consultant
B.O.S.S. is for you if:
- You value experience over money. Because if something is going to solve your stress, busy-ness and frustrations, you are ready to invest. Because ease and simplicity is the experience you crave and deserve.
- You have outgrown your existing business structure and are ready to build a solid foundation that will allow you to leave a legacy for loved ones. And you want us to manage the annual compliance responsibilities for you.
- You want to delegate tax planning, accounting, payroll, quarterly estimates, and tax filing stuff to an expert. Because ain’t nobody got time for that. Except for your wonderful Accountant. She has time.
- You are ready to develop accounting and tax best practices, workflows and processes in a way that feels good and allows you to show up with joy and confidence.
- Your business grosses over $300k – $3m annual revenue and you are finally ready to bring on a growth-focused CPA to the team; someone that aligns with your mission, goals, and values.
- You know you are overpaying significantly on taxes (like 5 figures too much!). Why? Because of fear of an IRS audit or just not having the right CPA on your team so you feel stuck and helpless
- You need organization and efficiency. Because sometimes the admin or the financial work makes you feel overwhelmed. Then you get stuck. Which leads to procrastination. You want someone to act like ibuprofen and alleviate this pain you feel when it comes to the numbers.
- You need more than just an order-taker; You are ready to be advised long term by a reputable CPA and Tax Strategist
What is Included?
Our team of Accountants have over 55 years of combined hands-on experience and knowledge. As your Accountant, we will use our expertise to deep dive into your financial reports on a monthly basis to find opportunities to save and reduce chances of having surprise taxes due at the filing deadline.
We will ensure your transactions are categorized correctly to accurately reflect your financial status. This will allow you to make strategic decisions in your business with full confidence!
Oh yea, did I mention that we listen? Like we really listen. Communication is our love language. No balls will be dropped because we hear you, we see you, and your success is our responsibility. We see things through to the end to get you the type of results that will leave your mouth wide open.
If you are ready to delegate bookkeeping, payroll, tax return filings + receive maximum tax savings and year round support, then B.O.S.S. is perfect for you!
Investment begins at $2,000 per month. Cancel risk-free after 90 days.
- 💎 Business Tax Return
- 💎 Individual Tax Return (for owners only)
- 💎 Quarterly Estimated Tax Calculations
- 💎 Quarterly Planning Meetings
- 💎 End-of-Year Planning Meeting
- 💎 Other Business Tax Returns if required
- 💎 Monthly Quickbooks Online Bookkeeping
- 💎 Monthly Reconciliations of bank accounts & credit cards
- 💎 Monthly Financial Statement Reports
- 💎 Payroll Taxes
- 💎 Employee Benefit Plan Management
- 💎 Unlimited Communication & Email Support
- 💎 Free access to Webinars
- 💎 Annual Prepayment Discount of 5%
- 💎 IRS Notice Response Letters within-scope
- 💎 24/7 Cloud To Gather, Organize, and Sign Tax Docs
- 💎 Separate Quote for amended returns, Clean-up of Books, audits, etc
Your business generates 6 or 7 figures
In our current economic climate, you can’t afford to do nothing
With a pandemic, a war, and economic recession in play, tax law has changed in the biggest way we’ve seen in over 50 years. Most accountants are not prepared. In fact, many are abandoning their clients and retiring in order to avoid the chaos and uncertainties that are now present. You want a full-time CPA who is ready, stays up-to-date on tax law, provides accurate work and can communicate and assist you accordingly.
Advantages to Our Clients
Strong focus on accuracy
Highest levels of security
– Gustavo B.
If you’re ready for…
- ⚡️ Ease and flow with your numbers without overwhelm
- ⚡️ A supportive CPA that is on your team and will empower you financially while honoring your boundaries
- ⚡️ Accounting & tax strategy that will lead to maximum tax savings month after month
- ⚡️ Invest in your present while building for your future
…then let’s get the ball rolling!
How do I get started?
Fill out the form below so we can learn about you and your business