Define Financial Success
on Your Terms.

CPA for Solopreneurs with $250k-$2m in revenue.

STREAMLINE your
FINANCES

MAXIMIZE your
WEALTH

UNLOCK more TIME

Less Hustle. More Freedom.

You left your 9 to 5 for more freedom, not less. But somewhere along the way, you thought being a solopreneur meant doing it all. The problem is when you do all those things (like your finances), it prevents you from growing your business or, better yet, creating more time in your life. Plus, all those little things add up and prevent you from doing what you love. Let’s fix that problem.

No. More. Money Surprises.

  • No more unexpected tax bills.

  • No more inconsistent paychecks.

  • No more waiting weeks on end for answers.

Work with a personal CFO who:

  • Understands the dynamics of your one-person business,

  • Can help you connect the dots between your business and personal money, and

  • Works towards achieving greater freedom now while you and your family are still young.

Stop DIY-ing. Start growing.

  • You haven’t loosened your grip on your finances, but know you need to.

  • You want to stop second-guessing if you’re making all the right decisions to maximize your wealth. AND

  • You wish there was someone you could rely on to lead the charge in your financial life because playing phone tag between your bookkeeper, tax preparer, and attorney isn’t cutting it anymore.

Services

  • 1:1 CPA Services

    Starting at $997/month

    For solopreneurs who want to spend less time in the weeds and more time strategizing to make a deep and meaningful impact on their financial outcomes. We cover cash flow forecasting, tax preparation, bookkeeping, and personal finances. It’s all under one roof.

  • 1/2 Day Strategy

    $2,497

    For aspiring solopreneurs: looking to ditch the 9-5. We’ll review your complete financial picture with a blueprint to create MORE freedom in your life.


    For existing solopreneurs: we’ll assess where you are and where you want to go so we can strategize and outline your next steps.

  • 1-Hour Strategy

    $397

    For current solopreneurs: who want to make sure they’re maximizing their long-term wealth. This quick session focuses on answering your pressing financial and tax questions.

    For aspiring solopreneurs: who want to make sure they set up their business right the first time. We’ll cover what you need to know along with your questions.

Schedule a Call

  • “The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays.”

    — Morgan Housel, The Psychology of Money

  • “Feeling that we are in control, that we are masters of our own fate at work and at home, is one of the strongest drivers of both well-being and performance.”

    — Sean Achor, The Happiness Advantage

 How It Works

1

Get started

Let’s talk about where you are in your money journey as a solopreneur, where you’d like to go, and how we can work together to reach your destination.

2

Get organized

We’ll map out and organize your financial life so you don’t have to. We’ll make a list of everything you need and do the heavy lifting for you.

3

Take action

Once your financial life is organized, we’ll bring meaning to your numbers by creating a set of actions to reach your money destination.