Tame the Finance Monster
Finances are intimidating. But, they don’t have to be.
Not a fan of commitment?
à la carte S-corp & partnership fees start at $2,000, personal at $1,000, or you can schedule a one-off strategy sesh for $350.
Finance Partner
Hands-off Consulting
Tax Essentials
Business Tax Return
Your business tax return, including sole proprietorships*, SMLLCs*, S-corps, and partnerships. This tax return tallies up all your revenue, expenses, and tax planning.
(*these are reported on your personal tax return)
Personal Tax Return
Your personal tax return that’s due by April 15th and includes all your non-business income, deductions, credits, and payments.
Quarterly Tax Estimates
‘Safe harbor’ quarterly tax estimates that’re designed to prevent underpayment penalties and ease the tax day surprise.
Year-round tax support (via email)
If you have a question, ask. Never worry about if you’re allowed to ask or will get a surprise bill again.
Annual Tax Check-up
An October/November check-in to make sure everything’s going according to plan and give you time to make any year-end tax moves
Tax Letter Support
Forward any tax letters from the IRS or your state to me and I’ll take care of it.
Yearly Tax Consult
You, me, a Zoom whiteboard, and the answers to all your tax questions that didn’t come up during tax prep.
Annual growth forecast
Two calls, worksheets, calculations (don’t worry, I’ll handle the math), and a 12-month financial roadmap
Regular Calls
Agenda-driven meetings to discuss strategy, finances, and recent roadblocks
Growth forecast vs actuals
Comparisons between your annual growth forecast and how reality stacked up
Growth forecast adjustments
Tweaks to the annual forecast as your business evolves and changes course throughout the year
Weekly async guidance & reassurance
More consulting and input on your business with fewer meetings clogging your schedule
[Addon] Bookkeeping & reconciliations
Capture every deduction, maintain your accounting software, and prepare basic financial reports.
Annual starts @ $1,980/yr
Quarterly starts @ $235/mo
Monthly starts @ $425/mo
Working with Michael has been amazing. Two parts Real Talk, one part Therapy, with just a drizzle of sass – exactly what I needed. Michael has brought so much clarity to my business planning, but most especially he’s helped me get out of my own way. I’ve avoided business coaching in the past because of vague promises and no clear deliverables. Michael is the exact opposite. You are getting exactly what you think: the Edna Mode of Business Consulting.
Michele, Owner @ Hiro Marketing
Let’s get started 🎉
🤔 General FAQ 🤔
What kinda clients do you work with?
I typically work with small marketing and creative agencies (including freelancers and consultants) with up to 25 employees.
Can I expect confidentiality?
Yes. I do not share my client names, client list, or any details regarding my clients with anyone. The only way someone will know we’re working together is if you mentioned it to them or you’ve left a testimonial.
* I may draw inspiration from our conversations for LinkedIn posts or newsletter emails, but will never specifically name you, use details that might connect it to you, or shame you.
What’s the minimum commitment?
Both ‘Finance Partner’, ‘Hands-off Consulting’, and ‘Tax Essentials’ packages are 12-month commitments.
à la carte tax returns (both personal and business) are just that season’s tax return.
Do you offer one-off consulting calls?
Sure do. You can schedule one here.
Do you prepare à la carte tax returns without a monthly retainer?
Yes, but they do not include any year-round support, check-ups, letter support, or tax consults.
What factors affect your pricing?
‘Tax Essentials’ and ‘Hands-off Consulting’ pricing depends on:
- your gross revenue
- number of partners
- number of states
- general complexity
‘Finance Partner’ pricing also depends on:
- how frequently we meet (you can choose monthly, quarterly, or something in between)
‘Bookkeeping & Reconciliations’ pricing depends on:
- the number of transactions
- how many checks you write
- complicated journal entries
- how frequently you’d like your books updated (you can choose monthly or quarterly)
What happens if I get audited?
‘Finance Partner’, ‘Hands-off Consulting’, and ‘Tax Essentials’ packages include letter protection. I’ll write letters and defend you at no additional charge to you.
Why a Chat instead of a Discovery Call?
Discovery calls are so formal.
I’m supposed to follow a discovery checklist and sales script. And, ask all sorts of big value questions
But, that ain’t me.
And, in all my years as an advisor and accountant, no one has ever wanted to jump right into full-blown discovery. Everyone has a preliminary few questions they wanna ask.
So, instead of slapping you with discovery right out of the gate, we’ll take it easy — schedule a call, you’ll ask your questions, and, I’ll ask mine. If you like my vibe, I’ll explain the next steps and discovery process.
(Note: This is an opportunity for you to ask about me, my practice, and how I can help you. And, while I might answer a few quick tax or finance questions because I can’t help myself, this isn’t a consulting call.)