Our Packages
Service Add-Ons
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Cash Flow Projection
- $499 setup + $75/mo
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Additional Strategy Calls
- $385/hr
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Payroll for >5 Employees
- +$50/mo
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Tax Structuring
- $950
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Multi-State Sales Tax Filing
- Starting at $100/mo
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Sales Tax Registration
- $375 per state registration
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Business Valuation
- $3500/report with 2 changes in scenarios
Cross-Border Tax Strategy for Global Founders
Frequently Asked Questions
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INTEGRATED FINANCIAL & TAX STRATEGY FRAMEWORK
For Growth-Focused Businesses
PHASE 1 — STABILIZE & PROTECT
(Clean foundation + compliance control)
Meet tax deadlines
Remove duplicate entries
Disable broken integrations
Lock accounting structure
Clarify system roles
Outcome:
Clean books. Reduced compliance risk. Controlled system.↓
PHASE 2 — REBUILD THE NUMBERS
(Material accuracy before strategy)
Align revenue to cash
Validate AR/AP
Correct cost allocations
Reconcile banks & loans
Clean balance sheet
Outcome:
Defensible P&L + Balance Sheet. Reliable profit baseline.↓
PHASE 3 — TAX ARCHITECTURE REVIEW
(Strategic foundation before planning)
Entity Structure Review
Built for scale?
Owner pay optimized?
Risk Management
Liability exposure
Asset protection gaps
Owner Basis & Loans
True loans vs equity?
Distribution capacity?
Retirement Plan Review
Strategy aligned w/ goals
Deduction Strategy
Tax efficiency balanced with cash flow priorities
Legislative Monitoring
Stay current w/ tax code
Outcome:
Tax structure aligned with growth, risk tolerance, and owner goals.↓
PHASE 4 — INSTALL MONTHLY + QUARTERLY CADENCE
(Execution layer)
Monthly:
Reconciled financials
Margin visibility
Cash flow clarity
Quarterly:
Tax estimate review
Profit projection updates
Distribution planning
Strategic adjustments
Outcome:
No tax-season surprises.
Intentional distributions.
Proactive adjustments.↓
PHASE 5 — SCALE WITH CONTROL
(Advisory & long-term optimization)
Cash runway forecasting
Owner compensation modeling
Multi-entity structuring
Exit or succession planning
Outcome:
Financial infrastructure that supports scale and protects the owner.Most firms prepare returns.
We design financial architecture.Clean books → Strategic structure → Intentional tax planning → Controlled growth.
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Who's This Perfect For
✔️ E-commerce owners
✔️ Agency owners
✔️ Small business owners
✔️ Coaches
✔️ Consultants
✔️ Freelancers
Super Simple 3-Step Process
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A quick-15 minute free consultation to help uncover your needs.
Client Case Studies
1. Rafael – Turning Post-Raise Chaos into 150% Growth
Quick Wins
Metric | Result |
150% | Revenue growth supported by rebuilt COGS & inventory data |
$0 | Capital-gains exposure after re-classifying the fund-raise |
Board-ready | Auto-updating Trend + SWOT pack delivered monthly |
The Challenge
Fresh off a major investment, Rafael’s e-commerce team parked the funds in the wrong GL account—creating a looming six-figure tax bill. Inventory margins were guesswork, buried in spreadsheets.
Our Solution
Forensically re-classified the capital infusion to eliminate the tax threat.
Rebuilt SKU-level COGS mapping in QuickBooks Online, synced to Shopify & Amazon.
Delivered a live Trend + SWOT dashboard for the board and investors.
The Impact
Accurate numbers unlocked confident ad spend, fueling 150% year-over-year growth while keeping investors smiling.
Investment: $7K
2. Greg – Leadership Consultancy Slashes Taxes & Supercharges Cash
Quick Wins
Metric | Result |
$12k | Immediate tax savings uncovered |
$23k | Negative-basis penalties averted |
$300k+ | Past-due invoices collected with AR monitoring |
10k+ | Extra savings by filing jointly with Canadian spouse |
The Challenge
Strong revenue, but partner capital accounts were upside-down—risking penalties and starving cash flow.
Our Solution
Re-engineered partner draws and deductions, freeing $12k today and dodging a $23k basis hit.
Introduced joint-filing strategy for an extra $10k+ in savings.
Set up AR tracking that has already pulled in $300k of late invoices.
Installed a rolling 13-week cash forecast and optimized payroll.
Investment with us: $20K a year, managing AP, payroll, month end closing, and tax filings.
The Impact
Greg now pays himself predictably, runs lean on cash, and hasn’t faced a single surprise tax bill since.
3. Davis – Medical-Spa Gains Real-Time Cash Insights & Five-Figure Tax Relief
Quick Wins
Metric | Result |
Real-time | Cash-flow dashboard (POS → QBO daily sync) |
Five figures | Federal & state tax savings each year |
The Challenge
High-ticket services created lumpy cash flow; Davis never knew liquidity or tax exposure day-to-day.
Our Solution
Integrated POS and merchant accounts with QBO for daily revenue updates.
Shifted to accrual expense recognition to smooth seasonality.
Ran entity-level tax strategy that cuts five figures from quarterly payments.
The Impact
Davis opens a dashboard to see today’s cash runway and saves thousands every quarter.
4. Saad – “Hands-Off” Books for a Multi-Venture Operator
Quick Wins
Metric | Result |
Full scope | Books, tax, dashboards, coaching in one place |
Zero | Hours Saad now spends inside QuickBooks |
The Challenge
Multiple ventures, months-behind books, and strategy by gut feel.
Our Solution
Centralized financials for every entity with consolidated dashboards.
Quarterly planning to align tax moves with growth.
On-call advisory so Saad never has to log into the books again.
The Impact
Saad focuses on product and people while his numbers stay pristine and proactive.
5. Bin – Staffing Agency Saves $400k+ Through Tax Engineering
Quick Wins
Metric | Result |
$130k | Annual tax saved via restructuring, accountable plan & QSBS |
$270k | Additional federal + state tax saved (2023–2024) |
104 hours | Admin time eliminated (≈ $31,200 value) |
The Challenge
Manual invoicing, confusing partner allocations, and missed deductions plagued this fast-growing staffing firm.
Our Solution
API bridge from time-tracking to QBO—no more manual invoices.
Converted to S-Corp and tracked profit by project class for clear partner payouts.
Added accountable plan, payroll for kids, SEP → 401(k), and estate planning guidance.
The Impact
Total tax savings exceed $400k in two years, admin time dropped by 104 hours, and partner income allocation is stress-free—all for an $11.4k annual investment.
6. Valerie – Generational Family Business Banks Six-Figure Tax Wins
Quick Wins
Metric | Result |
$121k | Tax saved in 2023 |
$54k | Tax saved in 2022 |
The Challenge
Rising taxes and legacy processes threatened multi-generation wealth.
Our Solution
Entity deep dive revealed split-income, QSBS, and R&D credit plays.
Implemented family-wage and succession-planning strategies.
Ongoing strategic sessions keep the plan future-proof.
The Impact
Valerie’s family keeps more profits today while laying a solid foundation for the next generation.
7. Chenisa – Rapid-Response Finance Team on an $8k Budget
Quick Wins
Metric | Result |
$26,000+ | Federal & state tax saved (2022–2023) |
Same day | Answers via WhatsApp channel |
$8k | Annual investment for full-suite support |
The Challenge
Needed an all-in-one partner who could pivot fast as the business evolved.
Our Solution
Unified books, payroll, and tax under one roof.
Dedicated WhatsApp line for real-time Q&A.
Annual roadmap sessions to keep finances aligned with vision.
The Impact
Confidence replaced confusion—Chenisa focuses on growth knowing expert help is a message away and has already pocketed $26k+ in tax savings.
8. Sewa Home Care — From Spreadsheet Chaos to a Scalable, Audit-Ready Finance Engine
At-a-Glance Results
Metric | Result |
$300k | Unbilled government claims recovered & invoiced |
$50k | Self-employment tax avoided in Year 1 |
$60k+ | Total first-year tax savings from new S-Corp + 401(k) |
24 hours → 4 hours | Month-end close time cut by 80% |
Audit-ready | Systems now meet upcoming state audit requirements |
The Challenge
Sewa Home Care’s rapid growth (>$3MM revenue) outpaced its back-office.
All billing lived in one master spreadsheet—no audit trail, no aging, and no way to know which government claims had been paid.
Payroll came into QuickBooks Online (QBO) as net pay only, understating labor costs and distorting margins.
Owners drew partner distributions that were non-deductible and triggered hefty self-employment taxes.
State regulators signaled that future program funding would require audited financials—something Sewa couldn’t produce with its existing tools.
Our Solution
Forensic clean-up & cash recovery
Re-reconciled 24 months of activity and surfaced $300k in unprocessed Medicaid/Medicare claims.
Created a mirrored A/R sub-ledger inside QBO so every claim is tracked from submission to payment.
System architecture & automation
Built a proper Chart of Accounts in QBO.
Integrated Bill.com for private-pay A/R and Paychex → QBO for fully loaded payroll costs.
Instituted a 5-step month-end close checklist—now finished in <4 hours instead of multiple days.
Tax-structure overhaul
Converted the LLC partnership to an S-Corporation three weeks before year-end.
Implemented an owner salary + 401(k) combo that turned an $8k advisory fee into $60k+ of first-year tax savings, including $50k in avoided self-employment tax.
Future-proofing for audits & funding
Documented policies and internal controls that map to state audit guidelines.
Delivered a live dashboard for claim aging, cash balances, and KPI trends—management now makes decisions in real time, not at tax time.
The Impact
“Before Freedomfolio we were blind—claims disappeared, cash was unpredictable, and tax season was a panic. Now I can open a dashboard and know exactly where every dollar is. The switch to an S-Corp alone paid for the engagement seven times over.”
— Mala Co-Founder, Sewa Home Care
Sewa Home Care is no longer chasing spreadsheets; it’s scaling confidently toward the next funding round with audit-ready books, predictable cash flow, and a seven-figure revenue stream that finally drops profits to the bottom line.