You Deserve Clarity & Confidence in Running Your Business

BUILD A BUSINESS THAT CHANGES LIVES,
INCLUDING YOURS.

Tax strategy

Price psychology

Exit planning

Fractional CFO service

Mediation & M&A

Tax trouble resolution

We can support you with

TAX STRATEGY

PRICE PSYCHOLOGY

EXIT PLANNING

FRACTIONAL CFO SERVICE

MEDIATION & M&A

2ND OPINION

TAX TROUBLE RESOLUTION

TAX STRATEGY

Do you LOVE overpaying tax? I’ll go with a NO. But is it your CPA’s job to think proactively? Well… It’s really not. In a traditional CPA relationship, you pay for tax preparation ONLY, and planning FOR the tax payment (aka Tax Projection). Tax strategy requires additional knowledge and training, and IS a separate service that is also higher priced. The reason it’s more expensive is that tax strategy requires not only a one-time restructuring and re-strategizing, but ongoing support with the paper trail and money trail to support the deductions. Our firm is a certified tax strategist and whatever service we provide to you, whether it’s advisory, bookkeeping, accounting, fractional CFO, we practice an INTEGRATIVE approach and ALWAYS keep our tax strategist hats on. Are you sure your accountant didn’t miss an opportunity on your behalf? A 2nd opinion is never a bad idea.

PRICE PSYCHOLOGY CONSULTING

Did you pull your prices out of YOUR BUTT? Many businesses and practices do it that way! Do you charge for all the “quick questions”? What about all the extra work that needs to be done? Do you have an hourly rate that you multiply by the estimated amount of time it takes? That’s a TERRIBLE way to price and is almost certainly going to drive your profit to the ground. That’s where Price Psychology comes in and helps us understand how people make buying decisions based on price. And price is definitely the fastest way to grow profits. And we can help you implement menu pricing in your business or your accounting firm so you never give anything away FREE ever again. It’s VERY powerful.

EXIT PLANNING

What do you want to do with your business long-term? When do you plan to retire? Even if you’re in your 30s, you MUST think about it now. Why? Because the amount of tax you pay is directly affected by that! Also, how much do you think you need to live on when you retire? $60k a year? $100k? In order to do that, how much do you need to save in the next 5, 10, 20 years? You better get going! In all seriousness, if you’re within 2 or 5 or 10 years before retirement, you need a strategy, both for your business and for yourself. And there IS a way to get MORE for your business AND pay less or NOTHING in tax. Who wouldn’t want that? Our Family Office services can help.

FRACTIONAL CFO SERVICE

Are you tired of living from project to project and payment to payment in your business? Are you miserable and you loving it? If not, why do you keep doing it?? Unless you’re a hands-on CEO who is a master of cash flow, you’ve got a long way to go and MUST get help. When we work with a client as a Fractional CFO team, we immerse ourselves into a client’s business and we help you not only build a state-of-the-art forecast, but also address risk management, liability strategy, working capital and staffing needs, profitability and strategic decision-making. We help upgrade your business and you become the best CEO your business (and your life) deserves!

BUSINESS MEDIATION & M&A DUE DILIGENCE

Business with a partner is just like a marriage, just without the benefits, according to my client who used to have a partner. But more often than not things change, people change and have a different vision for the business and life. Sometimes there comes a point, when going together any further is detrimental to the business and a “divorce” is meant to happen. Don’t make it an ugly one: it serves no one. An ugly divorce costs all parties money, anxiety and heartbreak. Instead, engage us to mediate and part ways amicably. Let’s talk and let’s move you forward. If you decide to “marry” your business to another one and want to make sure the books are straight and the numbers look right, make us your very next call.

2ND OPINION

Do you accept your business situation as a given? Do accept the way things are? Living from paycheck to paycheck? From project to project? Sounds like torture to us. Here is the truth: a 2nd opinion is never too much. Why not have our firm review your business, your tax strategies (or lack thereof), your business needs and staffing requirements and tell you whether you’re where you should be. This 2nd opinion with strategies is paid, of course. $597 for an hour-long meeting to which our top tax and business strategist will come fully prepared. A $997 will get you a strategy session along with a follow up summary of the plan and recommendations.

TAX TROUBLE RESOLUTION

Did you get into trouble with the IRS and need help? Sometimes you need help and sometimes you need a second chance. Maybe you made a mistake or life got in the way, a divorce, a tragedy, a depression; and you let filing and paying your taxes slip through the cracks. It happens. Life happens. And there are options and we can help navigate them while making sure that you get peace and sanity back. We are trained and experienced (and licensed!) to represent you before the IRS and, if needed, the US Tax Court.

OUR FOUNDER

Tatiana Tsoir

CPA | USTCP | MBA

“Tatiana is adept in efficiency and process improvement. I was impressed by her ‘big picture’ understanding and implementation concepts. It is an asset and attribute that we as a company will continue to rely on as we develop.”

James Barone • Amazing Graphics • New York, NY

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