Managing your Business Financial Life so you can Live Yours
Your Tax & Financial Statement Translators
About Us
Our Offers
Because DIY book-keeping got you so far, it’s time to uplevel
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Tax planning is a forward-looking approach that helps your business grow with intention. By anticipating future taxes and aligning today’s decisions with long-term goals, we help protect cash flow, reduce surprises, and support smarter, more confident growth.
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Get peace of mind during tax season & have us do the returns for you to:
Ensure compliance
Maximize available tax benefits & deductions
Gain confidence in your financial reporting & tax filings
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3-months
Providing a comprehensive snapshot of your business’s financial health, uncovering bling spots & ensuring all is running smoothly through a one-time assessment.
This 2-hour assessment helps:
Grab a clear picture of where your business stands
Identify areas of improvement & potential risk
Unlock the option to transition to our Under the Cover CFO for continued growth/support
Helping You Uncover…
Your Financial State
Clarifying current financials using best practices to aid in management and finance decisions
Your Financial Future
Forecasting & managing cash flow while identifying investment opportunities, and making smart financial decisions to set up for long-term success.
The Financial Health Quiz
Hey, I’m Benji -- your financial sherpa to help you navigate where you stand today and map out the smartest path to move your business forward. Let’s get a pulse on your business finances, shall we?
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You run a small business, and may also hold real estate, and want those pieces working together—not creating complexity or missed opportunities.
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You’re preparing for growth, a merger, an acquisition, or retirement and want guidance to structure decisions thoughtfully and tax-efficiently.
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You want to take advantage of tax incentives, retirement strategies, and reinvestment opportunities instead of reacting at year-end.
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You’d rather delegate taxation prep or planning to the experts and reclaim your time and brain energy back.
We’re a Match If…
