But if you’re the one signing checks, chasing receipts, guessing on taxes, and trying to cobble together advice from a bookkeeper here and a CPA there—
You’re not leading.
You’re operating. And it’s costing you.
Good news is...
You're not the problem.
And truthfully, neither are they.
These are all just symptoms of a bigger issue.
The real issue here is your system.
We become your accounting department, your tax team, your cash flow coach—so you can stop reacting to your numbers and finally start leading with them.
This isn’t DIY.
This isn’t fractional.
This is the financial backbone your business needs to grow without hiring 3 different people to kinda, sorta figure it out.
You get the education, tools, and templates that turn financial data into CEO power moves.
This is done-with-you service. Non-negotiable review calls to review data to drive forward your big domino.
Real people. Real answers. Real fast.
Because we know money loves speed.
Reminders, filings, audit protection. You stay ahead. Period.
Your business and personal tax strategy handled in-house—on time, on purpose, with your full financial picture in mind.
Done with accuracy, reviewed for insight.
No chasing spreadsheets or second-guessing numbers.
Other firms sell you data.
We give you direction & decision-making power.
Other teams give you “support.”
We deliver a profit-backed strategy.
Other companies add complexity to your life.
We make it simple.
Other advisors stay behind the scenes.
We make you the most powerful financial decision-maker in the room.
This isn’t compliance work.
This is transformation work.
We know. Hear it everytime.
We don’t offer generic guarantees—because this isn’t a generic service.
But here’s what we do guarantee:
If you show up, commit to the process, and follow our strategy—we will meet you with unmatched support, precision, and performance.
You’ll have a CFO-level team managing your finances, a custom tax strategy guiding your decisions, and a strategic partner helping you make your business worth owning—not just running.
The results?
More clarity. More control. More cash flow.
And a business that pays you back—without draining the life out of you.
Yes—your membership is included to help you grow as a CEO, alongside our team doing the work behind the scenes.
We specialize in financial reporting and business strategy for service-based businesses such as wellness & medical aesthetics practices, general contractor construction companies, and property management companies. We understand the cost, compliance and reporting complexities that come with these business models well and so we’re able to sift through the meaningless and provide you with data driven insights that move the needle.
We do not offer standalone tax preparation.
In most cases, yes. Our team handles your accounting, financials, compliance, business + personal tax prep, and strategic tax planning all under one roof. One system. One strategy. One team.
However, if you already have a bookkeeper you trust and who consistently delivers accurate, timely reports—we’re happy to collaborate and even recommend this setup most of the time. We’ll work alongside them to ensure the data supports your broader financial strategy, and we’ll still lead the tax, cash flow, and CFO-level decisions so you’re not stuck in the middle managing it all.
Our philosophy is rooted in building your business structure to be a sellable asset so profits don’t rely on the CEO long-term. With that in mind, we focus on profitable businesses first so that the owner(s) can leverage their excess cash flow to invest in tax-effective means. While we don’t believe in the concept of retirement here (for multiple reasons), there are times when we may leverage qualified accounts as part of your overall goal framework. But often, our focus is on investing in cash flowing assets or means to amplify access to capital for you in the long-run. At the end of the day, we want to focus on what you want your life to look like, and then invest in a tax-effective way that supports those goals.
We only onboard 2 clients per month during the 15th-last day of each month and generally takes 4-8 weeks to complete, however, we hit the ground running with your kick-off call.
We already have you in mind-that's why we have Your Method to Millions Masterclass and Progress University. We're here to elevate you every step of the way!
