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Frequently Asked Questions

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Financial coaching provides personalized guidance to help business owners understand, manage, and improve their financial health. This includes cash flow management, budgeting, debt reduction, pricing strategies, and profitability planning. The goal is to give you clarity and confidence in making financial decisions that drive growth.

  • Financial Coach: Helps business owners build strong financial habits, create budgets, and understand their numbers.

  • Fractional CFO: A strategic financial expert who provides high-level financial planning, forecasting, and cash flow management without the cost of a full-time CFO.

We specialize in startups, non-profits, and small-to-medium businesses with up to $1M in annual revenue. If you need hands-on financial guidance or a part-time CFO, we can tailor a solution for your business.

Our 12-month financial coaching program includes:
✅ QuickBooks setup & training
✅ Monthly bookkeeping & financial reports
✅ Monthly & quarterly tax filings
✅ Profitability planning & strategy calls
✅ Ongoing email support

We work with you to clean up and organize your books, manage cash flow, and create a financial roadmap to maximize profits.

Yes! While an accountant focuses on tax filing and compliance, a financial coach helps you:
✅ Plan for taxes in advance to reduce liabilities
✅Analyze cash flow & profitability
✅ Make better financial decisions for long-term success

Yes, we offer one-time strategy sessions for business owners who need help with specific financial challenges. However, ongoing coaching provides the best results in building financial stability.

A Fractional CFO helps businesses with:
📌 Cash flow management
📌 Financial forecasting & budgeting
📌 Tax strategy & planning
📌 Business scaling strategies
📌 Financial reporting & KPI tracking

This service is ideal for businesses that need CFO-level expertise but don’t require a full-time CFO.

  • Bookkeeper: Records transactions & reconciles accounts 
  • Fractional CFO:Analyzes financial data, builds strategies, and provides expert financial leadership

    A Fractional CFO focuses on the future, helping you grow your business profitably.

This depends on your needs! We offer monthly, quarterly, and as-needed engagements. Most businesses benefit from ongoing CFO support to monitor cash flow, strategy, and financial health.

  • Tax Preparation: Filing your tax returns accurately & on time
  • Tax Planning: Proactively reducing your tax liabilities through smart financial strategies before tax season arrives

    We help you implement year-round tax-saving strategies so you don’t overpay.

Some common tax-saving strategies include:
✅ Maximizing business deductions
✅ Structuring your business entity properly (LLC, S Corp, etc.)
✅ Leveraging tax credits & write-offs
✅ Retirement planning & tax-advantaged accounts

Yes! We provide IRS audit support and tax resolution services to help you navigate compliance issues and avoid penalties.

We recommend at least quarterly tax planning sessions to ensure you’re optimizing deductions and staying compliant.

Working Together FAQs

We primarily use QuickBooks but can work with other accounting software based on your business needs.

  • 📞 Step 1: Book a Free Consultation
  • 📋 Step 2: We review your current financials & goals
  • 📈 Step 3: We develop a custom financial strategy
  • 📅 Step 4: We begin working together to implement & optimize your finances

Yes! We offer flexible monthly payment options for our financial coaching and CFO services.