Get the answers you need for your business
Do you have questions about your small business accounting and tax?
We can help.

Are you starting a new business and need guidance on how to set up the right way?

Do you want to improve your cash flow and actually pay yourself, but you’re not sure how to interpret your financials?

Are you ready to move out of the start-up stage but don’t know how to hire employees or scale your business? 

Have you read tons of articles online but don’t know how to apply the advice to your situation?

Or maybe you want to make sure you’re taking advantage of all the available tax deductions?

Get access to a CPA at a fraction of the cost.

The Finance Tune Up is designed for small business owners who have questions about their accounting and taxes but aren’t ready to outsource their books just yet.

This is more than your typical one-hour consult, where you do your best to work through your list of questions in the time you have allotted and try to keep up as you feverishly take notes that you might not understand later. 

You’ll get a custom plan with action items specifically tailored to your business, not just generic advice you could get from an internet search.

We’ve developed a simple four-step process to make the most of our time together. We start with a detailed questionnaire, which helps us understand your business and questions ahead of time. Next, you’ll get a custom action plan outlining the top areas you need to focus on and exactly what to do, step-by-step. You’ll have a video chat or phone call to walk through your action plan and get your questions answered, and walk away knowing how to implement your action items.

Complete the Tune Up Questionnaire

After you sign up, we’ll send you a detailed questionnaire covering your accounting and taxes from top to bottom. The more detail you provide us, the better we’ll be able to help you!

receive your custom action plan

One of our CPAs will review the information you provided and develop a custom action plan outlining the top areas you need to work on to get your business’ finances on track.

one hour virtual meeting with us

We’ll set up a 1 hour virtual meeting to answer any questions you have and provide detailed, actionable advice specific to your business that you can reference as you implement what you learned.

Implement your action items

Now it’s time to implement the accounting and tax action items on your customized action plan. With your detailed plan in hand, you’ll have peace of mind knowing the steps you can take to set your business up for success.

Finance Tune Up

For a limited time we’re offering a discount on our Finance Tune Up (regularly $399) to small business owners!

Sign up now to get access to a CPA who can answer your financial questions and help you identify how to make your business more successful.

After you sign up, you’ll receive an email with your Tune Up Questionnaire and you’ll be on your way to finding out exactly what steps to take to get your business’ finances on track!



Frequently Asked Questions
What topics will we cover?

Our detailed questionnaire covers all of the important business finance topics:

  • General business info and setup
  • Goals and challenges
  • Accounting system
  • Billing process
  • Personal and business income taxes
  • Tax deductions
  • How to pay yourself as the business owner
  • Contractors, employees, and payroll systems
  • Sales tax

Prior to your 1 hour call, our CPA will review your information and identify the most important areas for you to focus on. You’ll discuss those on your call, as well as any other questions you may have!

Why do I have to fill out a questionnaire?

The Finance Tune Up isn’t your typical one-on-one call where you receive generic business advice that you can find on the internet. 

We ask for detailed information about your business so we can review ahead of time and put together a customized action plan for you, and we can’t give you specific advice if we don’t know how or where do you business!

The questionnaire will help us get all the information we need to make the best recommendations specific to your business, and will allow us to focus our one-on-one time on the areas that will get you the biggest bang for your buck!

How long will the process take?

We suggest that you spend at least 30-60 minutes completing the questionnaire. The more information you give us, the better we can help you! However, don’t get hung up on any particular area – just give us the information you have.

After you submit your questionnaire, we’ll need 2-3 business days to review and prep your plan. Then, we’ll schedule your 1 hour meeting and hand over your action plan!

Can I schedule a follow up?

If you feel that you would benefit from a follow up meeting after you’ve had time to implement your action items, we suggest signing up for quarterly CFO office hours.

Do I have to sign up for one of your plans?

Nope! The Finance Tune Up was designed for business owners who want to do their bookkeeping and tax on their own, but just need a little guidance. We won’t sell you on any of our other plans, but of course we’re always here to help.

My business is totally screwed up. Will this help?

Yes! We have a no-judgment policy. We know that not everyone is an accounting and tax pro, and believe that it’s better to get on track now than to keep putting it off.

The Finance Tune Up is not a magic cure-all, so keep in mind that you won’t be able to right the ship immediately. We can help you identify the key action items that will help you see the most progress quickly, and it’s up to you to implement solutions.

If you need more hands-on help, take a look at our quarterly CFO plan or our virtual bookkeeping and accounting plans!

Sign up for the finance tune up

Get your questions answered and feel at ease knowing that your business is set up for success at a fraction of the cost of hiring a virtual accountant!


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