Work with me

Everyone has tax, business, or personal finance questions during the year.

I’m sure you have done the“Google Search” and been overwhelmed with answers.

Tax laws keep changing and you can’t keep up.

Guess what? You don’t have to! That’s my job 🙂

Welcome to year-round support–in a way that works for you and your business.

Business and personal finances don’t end with a tax return. My mission is to help small business owners understand their business finances, how their business impacts their personal finances, and to empower small business owners to be in control of all their money.

The same is true with families–I want to make sure that you understand your finances and provide strategies to help stretch those dollars.

CPA in Your Pocket
Only $55/month
(value over $1,000 annually)

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This CPA in Your Pocket package includes:

  • Access to me to ask all the tax, business, and personal finance questions you have
  • Text and voice chat availability
  • Worksheets to keep your business and personal finances organized
  • Dedicated online space
  • Connections to other business owners
  • Deadline reminders
  • In depth discussions on hot topics
  • First access to my calendar for appointments
  • Billed monthly on a recurring basis
  • No long term commitment - cancel anytime

THIS PACKAGE DOES NOT INCLUDE ANY TAX PREPARATION, BOOKKEEPING, OR ACCOUNTING SERVICES

Sign up here

Comprehensive Package
Rates start at $555/month
(value over $10,000 annually)

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This package includes:

  • 12-month access to me to ask all the tax, business, and personal finance questions you have
  • Unlimited text, email, voice chat availability
  • Quarterly meetings to dive deeper into business and personal financial matters (2 hours each quarter)
  • Preparation of Personal income tax return (with Schedule C for business) OR Business income tax return for IRS and one state
  • Review of any IRS or state tax authority letters
  • Monthly personal (household) budget review
  • Personalized strategies to increase personal and business income
  • Worksheets to keep your business and personal finances organized
  • (Optional add-on) Bookkeeping services–tracking and categorizing your income and expenses
  • (Optional add-on) Financial Planner Binder–track your household finances in one place
Click to schedule a chat with Jill

Business Package
Rates start at $333/month
(value over $8,000 annually)

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This package includes:

  • Quarterly meetings to review business finances (1.5 hours each quarter)
  • 90 minutes of text, email, voice chat per quarter (used as needed)
  • Personalized strategies to expand your business, on your schedule
  • Worksheets to keep your business finances organized
  • Minimum commitment of 1 quarter (3 months)
  • (Optional add-on) Bookkeeping services–tracking and categorizing your income and expenses
  • (Optional add-on) Discounted Personal income tax return (including Schedule C for business) OR Business Income tax return for IRS and one state
Click to schedule a chat with Jill

Personal Package
Rates start at $222/month
(value over $10,000 annually)

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This package includes:

  • Monthly meeting to review of personal (household) finances (45 minutes each month)
  • 30 minutes of text, email, voice chat per month (used as needed)
  • Personalized strategies to address personal (household) challenges
  • Worksheets to keep your personal (household) finances organized
  • Minimum commitment of 6 months
  • (Optional add-on) Discounted Personal income tax return for IRS and one state
  • (Optional add-on) Financial Planner Binder–track your household finances in one place
Click to schedule a chat with Jill

I’m sure you have some questions. Let me answer a few of them now:

Click here for additional FAQ