what we do
guidance for real world financial questions
We use our expertise to guide individuals to make confident financial choices, meeting you exactly where you are. Your money mindset determines financial success, and we work to make sure you have clarity and knowledge to make great financial decisions that align with what matters most to you.
accounting for self-employed/freelancers and small businesses
Whether you are a freelancer working on your own or a small business owner, tracking the finances of your business should be simple. We work with you to set up structure and systems that make it easy, collaborate with you throughout the year to plan for tax liabilities and retirement contributions, and most importantly, focus on the growth of your business alongside you. The more you understand the finances, the more your business will grow in the way you want it to.
tax preparation and education
Tax preparation is more than an obligation. It’s also an opportunity to learn about one of your biggest yearly costs. With 25-50% of our earnings designated for tax, gaining an understanding is one of the most important things you can do to improve your financial position. Almost everyone believes they pay too much tax, and most people are stressed about that belief. We make sure that you are paying only what is required, help you plan for it, and feel empowered and confident while doing so.
empower community
Empowering conversations about money within an organization or group helps the individuals and the organization as a whole. Whether you are a part of a group with similar interests or careers – artists, real estate professionals, college students – or an organization interested in providing financial education to your members or staff – we create custom programs to address questions, introduce honest exploration, give practical knowledge, and provide priceless confidence.
financial insight training
some of our clients