Organize Your Finances
for Tax Time & Beyond

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Discover how to organize your finances, stay out of tax trouble, and fill cash flow gaps.

Your business can be a golden goose that pays for everything from month-long vacations to your kids’ college education to your guiltiest pleasures. It can also wipe out your savings and leave you nose-deep in tax debt. You need access to reliable financial reports to file correct tax returns on time, make smart money moves, and control your cash. With our accounting services, you’ll have clear information that helps you make profitable decisions all year–not just at tax time. If you’re worried you don’t have the financial systems in place to maximize tax write-offs, survive an IRS audit, or get money when you need it, we invite you to connect with us today. Let’s schedule a time to talk.

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QuickBooks Online Training

Are you an entrepreneur who’s looking for a budget-friendly way to get caught up on your bookkeeping . . . fast? You are?! Well, you’re in the right place. QuickBooks Online (QBO) is a fantastic tool that, when used correctly, provides easy-to-understand financial reports in 1-click. Want us to show you how to use QBO to monitor your company’s finances and produce tax-ready financials? If so, let’s talk.

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If your heart sinks at the mere mention of bookkeeping, the money piece of your business eats up more of your time than it should, or you just stink at anything involving numbers, don’t torture yourself. Work with financial professionals who’ll do the bookkeeping for you so that you can focus on implementing money-making ideas. To find out how we can work together, contact us today.

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CFO Services

Would you like to know how to boost sales, lower your taxes, and pay yourself a bigger bonus? We can admit, running a business is tough sometimes. As your CFO, we’ll help you find where you’re leaving money on the table, tell you what you can do right now to quickly build up your bank balance, and help you devise a long-term plan to avoid future cash flow gaps.

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Shawanda Greene, CPA

I help coaches, consultants & other self-employed experts stay out of tax trouble and stop worrying about cash flow.

I’m a CPA and QuickBooks Advanced Certified ProAdvisor who shows small business owners how to:

  • Get paid on time
  • Claim every tax deduction legally possible
  • Spot cash flow problems early and fill funding gaps
  • Create tax-ready, audit-proof financials
  • Obtain the financing required for business growth
  • Avoid the hit of a big tax bill
  • Gain financial clarity

Entrepreneurs who effectively manage their cash are able to avoid last-minute bank runs, free up time to launch new business ideas, and exploit money-making opportunities. Most important, they find the financial and emotional freedom to live a life they love. If you’re worried you don’t have the proper systems in place to master your cash, I invite you to reach out to me today. We’ll schedule a time to talk.

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