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Services Offered:

Our services support consultants, content creators, and pink-collar professionals who want clearer cash flow, smarter tax planning, and fewer financial surprises.​
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We make finances easy to understand and practical to use, so your business pays you consistently and supports the life you want.

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We focus on cash flow, expenses, and planning. The goal stays simple. A profitable business that funds today and builds toward the future.

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Start simple. Add strategy. Build structure.

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Not sure where to start? 

  • Explore the PALM Cash Flow System if you want a complete cash flow framework.

  • Jump to Cash Flow Strategy if income feels uneven or if decisions are unclear.

  • Start with Tax Strategy if you want to plan ahead and reduce surprises

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Strategic Bookkeeping

$400-$500/month

 

This package is perfect for business owners with over $200K annual revenue who need hassle-free, accurate bookkeeping and financial insights to stay organized and drive success.

Clear financials and insights for your growing business

What’s Included:

  • Monthly Bookkeeping

  • Monthly Financial Statements

  • Unlimited Email Support

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Cash Flow Strategy

Monthly & Quarterly Options 

 

This service is the natural next step after the PALM Cash Flow System. You have a cash flow framework in place and clean books, but you want ongoing support to keep things running smoothly as your business changes.

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It is also a strong option for business owners who want more than bookkeeping, but do not need or want full CFO services.

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Cash Flow Strategy focuses on reviewing what is working, spotting issues early, and making small adjustments before problems show up in your bank account.

Cash Flow Strategy is for business owners who want ongoing guidance and planning without the cost or complexity of full CFO support.

What Cash Flow Strategy Covers:

  • Review of monthly or quarterly bookkeeping trends

  • Cash flow pattern and timing analysis

  • Simplified cash flow planning using PALM principles

  • Owner pay and tax savings guidance

  • Expense and overhead review

  • Revenue pacing and short-term planning

  • Clear priorities and next steps after each review

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Monthly Cash Flow Strategy
Best for businesses with variable income or active growth.

 

Includes
• Monthly financial review
• Simplified cash flow snapshot
• Ongoing cash flow adjustments
• Owner pay and tax planning guidance
• One monthly strategy call
• Trend tracking and decision support

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Quarterly Cash Flow Strategy
Best for stable businesses that want proactive planning with fewer touchpoints.

Includes
• Quarterly financial review
• Cash flow trend analysis
• Simplified planning for the next quarter
• Owner pay and tax planning guidance
• One quarterly strategy call
• Written action items and priorities

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This is clarity and continuity without the weight of full CFO support.

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Tax Strategy

$1500/quarter

Quarterly tax planning built around your real income and cash flow.

This service is for business owners who want fewer tax surprises and more control throughout the year. We focus on planning ahead, not reacting at filing time.

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Tax Strategy works best when paired with clean books and clear cash flow. Each quarter, we review what has changed, update projections, and adjust plans so taxes stay aligned with how your business actually performs.

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This is planning, not tax preparation.

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What Quarterly Tax Strategy Covers:

  • Quarterly review of income and expense trends.

  • Updated quarterly tax estimates based on real results.

  • Guidance on saving for taxes tied to cash flow.

  • Entity and compensation planning conversations.

  • Forward planning to support better decisions.

  • Clear notes and next steps to support your tax preparer.

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What This Is Not

  • Tax return preparation.

  • Last-minute tax advice.

  • One size fits all strategies.​

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If you want tax decisions to feel planned instead of stressful, this is the right place to start.​

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PALM Cash Flow System

$4000+ One Time Fee

 

​The PALM Cash Flow System is for business owners earning $350K+ per year who want more control over their finances. Together, we will create a framework that improves cash flow, increases profits, and builds a stable business that's ready to grow.

Nine steps to take control of your money, grow profit, and build a business that lasts.

What We Cover:

1. Mindset Mastery

Shift from overwhelm to confidence. Develop the mindset that successful financial leaders use to manage money with clarity and purpose.

2. Financial Foundations

Set the groundwork with clear goals, a financial plan, and an understanding of the numbers that actually drive your business forward.

3. Pricing Strategy

Set pricing that covers costs, ensures profit, and supports healthy cash flow.

4. Packaging Strategy

Package your services in ways that improve profits, strengthen cash flow, and make sense to your customers.

5. Accounts Receivable & Payable

Take control of accounts receivable and payable by setting clear terms, negotiating effectively, and implementing policies that keep cash flowing smoothly.

6. Expense Management & Budgeting

Take control of spending, reduce waste, and use a practical budget to direct resources where they'll have the biggest impact.

7. Cash Flow Management

Always know where your money stands today, where you want it to be, and how to bridge the gap with simple, repeatable steps.

8. Forecasting & Risk Management

Look ahead with confidence. Anticipate cash challenges before they happen and build strategies to protect your business.

9. Tax Planning & Compliance

Stop tax season surprises. Use proactive planning to lower your tax burden while staying fully compliant.

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