We’re here to help!

SIMPLIFY the financial aspects of your business on a regular basis to eliminate the overload.

  • Complete Monthly Bookkeeping

  • Entity Structure Analysis

  • Monthly Financial Reports

  • Monthly Analysis Video & Zoom call with me

Gain genuine INSIGHT into the inner levels of your business by utilizing key metrics in your business.

  • Budgeting

  • Forecasting & Cash Flow Projections

  • Tax Planning / Consulting

  • KPI specific to their business

Create the business you’ve always dreamed of by focusing on Business GROWTH Strategies to include:

  • Marketing 

  • Service Offerings 

  • Price Structure

  • Staffing

Monthly Virtual CFO Services include the following:

  • Full Monthly Bookkeeping

  • Financial Structure Analysis & Management

  • Monthly Customized Financial Reports

  • Cash Flow Management & Projections

  • Monthly Profit Strategy Video

  • Profit Strategizing

  • Tax Projections and Savings Plan

  • Monthly Profit Strategy Meetings via Zoom

  • Quarterly Tax Planning

  • Growth and Scaling Strategizing

Not quite ready for our 1-on-1 services?

The Calculated Tax Planner

is a comprehensive, editable spreadsheet that will give you an easily customizable, step-by-step plan of attack for your financial accounting - month after month, and year after year.

 

Love Notes

“I have been working with Stephanie for the past 10 years. As an accountant, she has a rating of five stars in my book. She takes time to explain things to the fullest. Her attitude is always pleasant and she always checks-in to make sure that things are understood. When she explained the new service plan that she was adopting for her business, what was included and the prices, I jumped on board. I really feel that I am getting my money’s worth.”

-Mary

“Stephanie is awesome. She is very understanding and helps with all our questions. She understands my husband's crazy way of figuring which makes my life so much easier and I am so thankful for that. She is always there when we need her!! Been with her for multiple years now. Absolutely the best!”

-Michelle

“We are so thankful to have found Stephanie and Calculated Profits. Her attention to detail is unmatched, and she is a fountain of information regarding tax and business growth. Bringing her on board was absolutely the best decision we could have made for our small business. We are looking forward to many, many years of continued success and growth with Stephanie by our side!”

-Jake and Cara

“Hands Down the Best Accountant in Town - Stephanie is so knowledgeable and professional. She makes filing your taxes a breeze! While applying for my PPP loan application, Stephanie assisted me every step of the way! She always puts her clients first and has the best interest for them.”

-Heather