How I can help you

How it works

What’s included

Book a Discovery Call

Book a Discovery Call

Trusted Financial Partner for successful digital businesses

Trusted Financial Partner for successful digital businesses

Trusted Financial Partner for successful digital businesses

We work directly as a trusted financial partner with a variety of digital businesses including: marketing agencies, digital product creators, SaaS, consultants, coaches and many more

We work directly as a trusted financial partner with a variety of digital businesses including: marketing agencies, digital product creators, SaaS, consultants, coaches and many more

4 Key Financial Insights Every Successful Business Owner Knows. Do You?

4 Key Financial Insights Every Successful Business Owner Knows. Do You?

4 Key Financial Insights Every Successful Business Owner Knows. Do You?

Compliance

“What are the legal reporting deadlines for my business?”

“What are the legal reporting deadlines for my business?”

“What are the legal reporting deadlines for my business?”

We ensure you stay compliant with tax & business laws to avoid timely and costly headaches with the IRS & State Governments.

GROWTH

“What are the KPI’s I need to scale my business?”

“What are the KPI’s I need to scale my business?”

“What are the KPI’s I need to scale my business?”

We develop a financial system that delivers timely reports of your business’s health and proactively provides the key insights required to make informed decisions and scale effectively

TAXEs

“What % do I pay in taxes and how can I reduce that?”

“What % do I pay in taxes and how can I reduce it?

“What % do I pay in taxes and how can I reduce it?

“What % do I pay in taxes and how can I reduce it?

We create a customized tax reduction strategy plan to save you taxes in both the short and long term

Profitability

“What is my profitability per project and client?”

“What is my profitability per project and client?”

“What is my profitability per project and client?”

We design a system to accurately reveal which projects and clients are you most profitable so you can make the necessary changes to maximize your bottom line

Don’t worry, i’m here to answer those questions

i’m here to answer those questions

Don’t worry, i’m here to answer those questions

I’ll handle all your tax and accounting needs so you have full peace of mind

I’ll handle all your tax and accounting needs so you have full peace of mind

I’ll handle all your tax and accounting needs so you have full peace of mind

I’ll be your trusted financial partner by handling all your tax and accounting needs with unlimited and quick response consulting so you have the ultimate peace of mind that your business is on the right path to grow your individual wealth.

I’ll be your trusted financial partner by handling all your tax and accounting needs with unlimited and quick response consulting so you have the ultimate peace of mind that your business is on the right path to grow your individual wealth.

I’ll be your trusted financial partner by handling all your tax and accounting needs with unlimited and quick response consulting so you have the ultimate peace of mind that your business is on the right path to grow your individual wealth.

Book a Discovery Call

Different ways I can help your company succeed

Different ways I can help your company succeed

Different ways I can help your company succeed

Through our initial financial systems audit of the entirety of your accounting and tax situation we will discover what issues are holding back your business growth and implement the necessary systems tailored to achieving your goals.

Through our initial financial systems audit of the entirety of your accounting and tax situation we will discover what issues are holding back your business growth and implement the necessary systems tailored to achieving your goals.

Tax Consulting

Save on Taxes

Avoid paying the IRS anymore taxes than legally allowed while also having the peace of mind that you have a professional by your side with tons of experience dealing with IRS Audits & Notices.


Avoid paying the IRS anymore taxes than legally allowed while also having the peace of mind that you have a professional by your side with tons of experience dealing with IRS Audits & Notices.

Avoid paying the IRS anymore taxes than legally allowed while also having the peace of mind that you have a professional by your side with tons of experience dealing with IRS Audits & Notices.

Planning for Growth

Increasing your Profitability

Know what levers to use to immediately increase your profitability and put your business on a clear path to growth and long term success by gaining a complete understanding of your business’s profitability by both project/service type, as well as a client by client basis.

Monthly Reporting

Plan Long and Short Term

Advanced Monthly Reporting to provide a clear and useful snapshot into your business’s performance, as well as proactive cash flow projections to help you plan for the short and long term future of your business.


Advanced Monthly Reporting to provide a clear and useful snapshot into your business’s performance, as well as proactive cash flow projections to help you plan for the short and long term future of your business.

Advanced Monthly Reporting to provide a clear and useful snapshot into your business’s performance, as well as proactive cash flow projections to help you plan for the short and long term future of your business.

How it Works

The simple process to increase profitability, reduce taxes, and grow your business

The simple process to increase profitability, reduce taxes, and grow your business

Book a Discovery Call

Onboarding and Strategy

We’ll discuss growth goals and audit your financial accounting systems, suggest improvements, and create reporting templates.

Reporting & Consultations

You’ll receive customized monthly financial reports and detailed video explanations of business results and future outlook.

Quarterly Tax Planning

We’ll Project annual taxes, cross-check with Tax Reduction Planning Report, and identify additional tax reduction strategies.


Annual Tax Preparation

We’ll Organize your business financials, file necessary tax returns with IRS and State Governments.


We’ll Organize your business financials, file necessary tax returns with IRS and State Governments.



We’ll Organize your business financials, file necessary tax returns with IRS and State Governments.



We’ll Organize your business financials, file necessary tax returns with IRS and State Governments.



“I just HAVE to say this. I got to talk with Michael this morning. Wow... he’s the first CPA I have ever talked to who really gets what it’s like to be a startup. He is the first time I have talked to a CPA that cares enough about the success of my business to ask important questions about how my business runs rather than project how they think it SHOULD run.”

“I just HAVE to say this. I got to talk with Michael this morning. Wow... he’s the first CPA I have ever talked to who really gets what it’s like to be a startup. He is the first time I have talked to a CPA that cares enough about the success of my business to ask important questions about how my business runs rather than project how they think it SHOULD run.”

“I just HAVE to say this. I got to talk with Michael this morning. Wow... he’s the first CPA I have ever talked to who really gets what it’s like to be a startup. He is the first time I have talked to a CPA that cares enough about the success of my business to ask important questions about how my business runs rather than project how they think it SHOULD run.”

“I just HAVE to say this. I got to talk with Michael this morning. Wow... he’s the first CPA I have ever talked to who really gets what it’s like to be a startup. He is the first time I have talked to a CPA that cares enough about the success of my business to ask important questions about how my business runs rather than project how they think it SHOULD run.”

Amanda - Design Agency Owner

Our Packages

What’s Included?

What’s Included?

Bookkeeper

Perfect for beginner-stage entrepreneurs starting out and looking to grow past $10,000/month

Book a Discovey Call

Includes:

Initial Financial Systems & Tax Optimization Audit

Historical Transaction Clean Up & Automated Transaction Feed

Customized Chart of Accounts

Monthly Bank and Credit Card Account Reconciliations

Quarterly Financial Reports

Year-End Business & Personal Tax Projection & Strategy Meeting

Controller

Perfect for established businesses looking to maximize profit and grow past $50k/month

Perfect for established businesses looking to maximize profit and grow past $50k/month


Perfect for established businesses looking to maximize profit and grow past $50k/month

Perfect for established businesses looking to maximize profit and grow past $50k/month


Book a Discovey Call

Everything in Bookkeeper Package Plus:

Monthly Financial Reports

Quarterly Forecasted Financials & KPI Dashboard

Quarterly Financial Results and Strategy Call

Bi-Annual Business & Personal Tax Projection and Strategy Meeting

Fractional CFO

Perfect for successful business owners earning $100,000+/month looking to focus on generational wealth creation

Book a Discovey Call

Everything in Controller Package Plus:

Monthly Forecasted Financials & KPI Dashboard

Profitability by Client/Project Reports

Unlimited Financial Results and Strategy Calls

Quarterly Business & Personal Tax Projection and Strategy Meeting

Hey I’m Michael! A CPA and trusted financial advisor to digital entrepreneurs

Hey I’m Michael! A CPA and trusted financial advisor to digital entrepreneurs

Hey I’m Michael! A CPA and trusted financial advisor to digital entrepreneurs

Hey I’m Michael! A CPA and trusted financial advisor to digital entrepreneurs

I am a digital entrepreneur facing the same challenges as the clients I serve. As a CPA (Certified Public Accountant) with over 10 years of experience serving ultra high-net worth individuals with their accounting and tax needs, I have the direct knowledge of what it takes for a business to be successful, and more importantly, how to properly turn business success into long-term financial wealth.

Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

Certified Public Accountant (CPA)

QuickBooks Online Certified ProAdvisor

QuickBooks Online Certified ProAdvisor

QuickBooks Online Certified ProAdvisor

QuickBooks Online Certified ProAdvisor

Intuit ProConnect Tax ProAdvisor

Intuit ProConnect Tax ProAdvisor

Intuit ProConnect Tax ProAdvisor

Intuit ProConnect Tax ProAdvisor

Personal CFO to High Net Worth Family Offices

Personal CFO to High Net Worth Family Offices

Personal CFO to High Net Worth Family Offices

Personal CFO to High Net Worth Family Offices

Book a Call to Work with Me

Book a Call to Work with Me

In this free consultation meeting, we will review the entirety of your personal & business tax and accounting situation

During the Call, You’ll receive:

A comprehensive report on any missing opportunities you can take advantage of

A comprehensive report on any missing opportunities you can take advantage of

A comprehensive report on any missing opportunities you can take advantage of

Customized service quotes based on your specific situation and needs.

Customized service quotes based on your specific situation and needs.

Customized service quotes based on your specific situation and needs.

How I can help you

How it works

What’s Included

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