Know Your Money Honey Business Financial and Tax Consulting

Are you looking for answers to a few specific business financial questions? Maybe you want to know all your options? Or, perhaps you just need a little tax help?

If this sounds familiar, Business Financial & Tax Consulting might be just right for you. 

In these 90-minute consulting sessions we will tackle your most pressing business finance and/or tax concerns or questions  walk away the financial clarity & answers you need to take action and confidently move forward with your business and life. 

Ready to tackle your business finance and tax issues and get your questions answered? Schedule your consult call TODAY.


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Know Your Money 6-Week Business Financial Coaching Program 

Are you an emerging business owner or entrepreneur who’s starting to generate some income in your business? Do you fear preparing or planning for taxes? Do you want maintain profitability and save as much as possible? This service is just for you to ensure you start your business RIGHT and SMART. In this program, you will: 

What's Included: 

  • Be setup with a simple business financial system (QBO, Wave Apps, Patriot or Xero) or review your current system, identify gaps and modify where needed 
  • Understand the taxes you are responsible for as a business owner 
  • Be trained on how to use the financial systems created for your business 
  • Learn money saving tax strategies to reduce your tax liability 
  • Learn how to protect your personal and business assets 
  • Learn how to pay yourself, employees and/or contractors from your business 

Bonus: 30-day post launch text and/or email coaching and support once systems are in place (using Slack or Voxer) 

1-1 hour minute check-in call (after 30 day support ends) Top 25 Business Tax Deductions E-Guide Software quick-start video tutorial (for reference) 

Ready to get started or want to know if this service is a good fit for your needs? Book a discovery call to get started.


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Know Your Money Honey Virtual CFO and Business Management Program

Are you a seasoned multiple six or seven figure entrepreneur or company whose ready to free up time, focus on what you do best, multiply your efforts as the CEO and take your business and personal financial management to the next level?  The Know Your Business Private CFO and Business Management services will allow you to do just that.  This is a high level "done for you" full collective financial management and service delivery program helping you to not only build the financial systems you need buy manage them accordingly so that you can keep more profits, multiply them overtime to stay ahead of the game with consistent positive cash flow, make solid business decisions, but also build wealth and create the lifestyle you desire.  Here's what's included:

  • Create/implement a tailored financial and accounting system (or review your current system, identify gaps and modify accordingly to maximize use)
  • Create a customized revenue wheel, forecasted spending (budget) plan, profit plan and cash flow manager for both business and personal finances
  • Monthly (or bi-weekly) bookkeeping and accounting 200 transactions in accounting software (i.e. QBO, Xero, Patriot, Wave Apps)
  • Bi-weekly business and personal financial check-ins (10-minute call)
  • Bi-weekly cash flow update report
  • Monthly financial reporting book
  • Monthly review and analysis of business spending, profit and cash flow status
  • One hour monthly comprehensive business and personal financial review call
  • Payroll processing and reporting for up to 5 employees including monthly payroll tax deposits, quarterly and year end payroll tax filings and up to 10 contractor 1099's
  • Preparation of business and personal tax return (annual)
  • Quarterly tax projections (for estimated taxes)
  • Weekly business and personal financial check-ins (10-min call)
  • Year end financial and tax review
  • Ongoing business processes and systems streamlining
  • Ongoing support on general business financial management and taxes (via text and/or email messaging usine Slack or Voxer and limited to 3 text and/or email messages)
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