ACCOUNTING + TAX

WE KNOW YOUR BUSINESS INSIDE-AND-OUT
Everything we do focuses on
Profit Improvement and Cash Flow Management.
Including Accounting!
We have a strong belief that accounting needs to be for the purpose of running your business,
not for the purpose of simply completing a tax return at year end.
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WHAT MAKES US DIFFERENT ?

#1 >> PRECISION ACCOUNTING
We fully understand the flow of your money through your business.
Within our bookkeeping processes we document each stop your money makes in your business.
NO SHORTCUTS!
Why is this important ?
When your bookkeeping reflects each step of the transactions in your business, you allow for the most accurate and complete financial reporting statements possible.
It eliminates timing errors. It eliminates assumptions.
PRECISION ACCOUNTING will Reflect your TRUE & ACCURATE Profitability.

#2 >> PROFIT FIRST PROFESSIONALS
She Profits Now is a Profit First Accounting & Coaching Firm.
We are trained and supported by Profit First Headquarters.
Our services are 100% PROFIT focused.
Can you say this about your current bookkeeper?

#3 >> OUR COMMITMENT TO KNOWING YOUR NUMBERS
We have a pledge to YOU!
YOU will "KNOW YOUR NUMBERS"!
The key to your success is within your numbers.
Our services include growing you as an entrepreneur.
We give you the information you need to actually USE your financial statements.

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If You Are Seeking an Interactive Approach to Accounting, Consider She Profits Now!
Precision Accounting
Profit First Cash Management Focused
Weekly Data Entry
Monthly Reporting w/ Financial Health Dashboard
Training on How to Read Your Financial Statements & More
Tax Strategy & Return Preparation
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We want to assure that your business is on the right track to reach your goals.
And, to reach your goals, you have to fully understand what the data is telling you.

Committing to She Profits Now Accounting + Profit + Tax
will allow you to be informed, keep a close eye on your profits,
and respond quickly when financial activity leans in the wrong direction.

You're dreading tax time, right?

Crazy thing ... is that we LOVE tax time.

WHY, you ask?
Because tax time gives us the opportunity to close the door to the past and focus on the future of your business.
Throughout the year, as we are working together to strengthen your profits and cash flow, we will be discussing tax savings strategies and opportunities - it's part of the equation.
And, we will use our client collaboration and communication system to keep tax time organized and efficient.
So that you can stay focused on your high level and top priority goals.

How does the process work? Upon receipt of your payment, YOU will have access to our tax preparation schedule, of which YOU will select the date and time you desire we prepare your tax return. Then, we will begin our communication process.

First, our Tax Concierge will send you an invite from Basecamp, our project management software. Basecamp will be used for communication, collaboration, task management and document sharing. When you get into Basecamp, the first task assigned to you is going to be a 4 minute Basecamp overview video. I am confident you will find this technology simple to use, and efficient.

Once you get into Basecamp, you can begin to work through the tasks we have assigned you. This is our intake of your business and personal information for tax return preparation, as well as tasks relevant to the documents we will need from you.

Within Basecamp, there is an option to document your tax related questions. Since tax season is so intense, our goal is to be most efficient and effective with our time. Thus, having all of your tax related information, along with your tax questions, allows us to maximize the time we spend one:one answering those questions. If you DON'T have questions documented in Basecamp, we will move forward with preparing your return. If you DO have questions documented, we will reach out to you for a tax Q&A.

During the entire tax intake process, our Tax Concierge is on the sidelines making sure your questions are answered and that you successfully complete your intake in Basecamp prior to your selected tax preparation date and time. And, prior to the date of preparation, she will review your intake to be sure our Tax Preparation Specialists have everything they need to successfully complete your return with tax advantages and accuracy.

As the date and time of your tax preparation nears, you will be receiving reminders via text and email, to be sure you are available for our Tax Preparation Specialist to reach out with questions or additional documentation needed. In summary, we want you on the sidelines for quick Q&A while we prepare your tax return, which will allow us to maximize your deductions through open communication.

Once your tax returns are prepared to completion, we will upload them to Basecamp for your review.

If we have additional questions that come up as a result of a final review of your return, we will post the questions to Basecamp. You will get notices of any posting or comments made within Basecamp either by email or using the phone app we ask you to download. And, of course, we will review your return with you when completed, before filing.

Let's do this ... let's close down 2021 so that we can focus on 2022's success.

From Brandi at Sister Bird Boutique: I love working with you. I remember being a bit freaked out to spend money on this monthly service, but it's given me so much financial peace and clarity.

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