What We Do

Fun* Fact

The majority of small business owners spend over 20 hours each year DIY-ing their taxes.

*Not fun

You could be recoloring 20 heads’ worth of root touch-ups in that same amount of time.

Why waste it googling all your tax questions only to find your answers from someone named “taxbaby999” on reddit? And the “answers” don’t even make sense?

Instead of leaving you with even more questions and new things to worry about when you’re trying to fall asleep (thanks, internet!), we prefer to… well… actually help.

We give you more than just perfectly filed taxes.

We give you knowledge, skills, and confidence when it comes to making whip smart financial decisions for your business.

It’s okay to admit what you don’t know because the thing is: everyone doesn’t know… until they know.

We care enough about you to teach you.

How we can help you achieve your goals

DIY Resources

Learn QuickBooks for Beauty Pros so you can pay yourself consistently and never be surprised by a tax bill. This is the class that Beauty School should include, but doesn’t.
Concierge CPA Services

Luxury done-for-you services where we take care of all your accounting needs
Clarity Call

This is a 55 minute, intensive one-on-one consultation to take you from confused to crystal clear on your financial questions

CONCIERGE CPA SERVICES

WHAT ARE THEY?
Can you imagine the difference it would make in your business to go from talking to your accountant once a year to having a CPA you could count on to answer all your financial questions throughout the year?

The difference is big enough to make or break your business.

Concierge CPA services are meant for beauty professionals whose business is in a growth spurt and they want to make sure they aren’t missing out on opportunities to maximize their profit.

WHAT’S INCLUDED?
Concierge CPA services are a hand held, all-inclusive, done-for-you accounting services package. Here’s what you get:

Personal Tax Return
Business Tax Return
CFO Consulting Calls
Monthly Performance Reports with Key Performance Indicators
Monthly Profit Allocation So You Know What to Pay Yourself
Monthly Bookkeeping
Sales Tax Returns
Estimated Tax Calculations Updated Quarterly
Unlimited Email Support

What’s The Process To Get Started?

STEP 1: Let’s Chat

We talk over a video call to understand your needs and see if we are a good fit to work together.
Step 2: Onboarding

We set ourselves up in your financial systems so you can be hands off.
Step 3: Year Round Support

This is the part where you fall in love with us – we go above and beyond by serving as your constant teammate and trusted ally.

Price Transparency

Annual Revenue $0

How many states did you live and work?

Do you own a sole proprietorship or LLC business? How many?

Do you own a S-Corporation or Partnership business? How many?

Do you own a rental property? How many?

Monthly Bookkeeping

Monthly Key Performance Indicators and Profit Allocation

Sales Tax Returns

Annual Personal and Business Income Tax Returns

Meetings with your CFO

Estimated Tax Calculations Updated Quarterly

Unlimited Email Support

Monthly Bookkeeping

Monthly Key Performance Indicators and Profit Allocation

Sales Tax Returns

Annual Personal and Business Income Tax Returns

Meetings with your CFO

Estimated Tax Calculations Updated Quarterly

Unlimited Email Support

Monthly Bookkeeping

Monthly Key Performance Indicators and Profit Allocation

Sales Tax Returns

Annual Personal and Business Income Tax Returns

Meetings with your CFO

Estimated Tax Calculations Updated Quarterly

Unlimited Email Support

Monthly Bookkeeping

Monthly Key Performance Indicators and Profit Allocation

Sales Tax Returns

Annual Personal and Business Income Tax Returns

Meetings with your CFO

Estimated Tax Calculations Updated Quarterly

Unlimited Email Support

Monthly Bookkeeping

Monthly Key Performance Indicators and Profit Allocation

Sales Tax Returns

Annual Personal and Business Income Tax Returns

Meetings with your CFO

Estimated Tax Calculations Updated Quarterly

Unlimited Email Support

This is an estimate. You will be given a tailored quote during your discovery call.

We feature fair-market pricing that is comparable to other CPA firms. The difference? Our packages are all inclusive, meaning we don’t abandon our clients at any point and call it “DIY”. Most other CPA firms offer a la carte services so their clients can say, “You do the tax return. We do the bookkeeping.” But in our experience, if clients DIY, nobody has a happy ending and everyone has time wasted. With us, you’re paying for complete peace of mind—not just a piece of it.

FAQs

What do we talk about during our CFO consulting calls?

That depends on you, your needs, your questions, and your goals. We don’t use the same old playbook with all our clients, because our clients aren’t all the same. Your situation is unique to you; so are our CFO consulting calls. Here are the topics that come up most frequently:

Creating a budget
Updating estimated tax calculations based on recent profits
Retirement contributions analysis
Owner Compensation Analysis
Financial goal-setting
Profit First Implementation
Cash Flow Projections
Employee Compensation Review
Expansion planning
Real Estate investment planning

What if I want to meet with my CFO more often?

Will I be charged separately for my tax returns?

Is there anything that isn’t included?

Can I try it out for a few months and then decide?

Are your services tax deductible?

Who will I work with?

You will receive a team of accountants including: a bookkeeper, a tax expert, and a CFO consultant. We know the beauty industry inside and out and we’re devoted to making taxes as easy as possible for beauty pros. That’s why we work together as a team; individually, we’re really, really good—but together, we’re the best. Read a little bit about each of us here before you swipe right (yes, we’re confident).

Your services sound amazing, but I don’t know if my beauty business is ready. Do you have any trimmed down packages?

This isn’t our first rodeo. We know exactly what happens when growing beauty businesses try to dabble with accounting services a la carte.

“You do the tax return, I’ll do the bookkeeping.” – Unsuspecting Beauty Pro

Frustration, confusion, overwhelm, and procrastination. We don’t want our clients experiencing any of those things.

Our services were made for beauty pros who are ready to fully let go of their accounting and focus on growing their businesses.

If that’s not for you, no problem. There are tons of accountants out there that offer a la carte services. Or if you’re up for learning how to use QuickBooks yourself, check out Beauty Bookkeeping, our course specifically for beauty professionals that teaches you how to do your own bookkeeping.

BUT…if you own a growing beauty business and feel like you’re done not understanding what’s going in your business financially, need help getting organized, and want a team of beauty accounting experts on your side, we may be a match made in heaven.

What We Do

How we can help you achieve your goals

DIY Resources

Concierge CPA Services

Clarity Call

CONCIERGE CPA SERVICES

What’s The Process To Get Started?

STEP 1: Let’s Chat

Step 2: Onboarding

Step 3: Year Round Support

Price Transparency

FAQs

What do we talk about during our CFO consulting calls?

What if I want to meet with my CFO more often?

Will I be charged separately for my tax returns?

Is there anything that isn’t included?

Can I try it out for a few months and then decide?

Are your services tax deductible?

Who will I work with?

Your services sound amazing, but I don’t know if my beauty business is ready. Do you have any trimmed down packages?