I wanted to scream... Instead, I just sat there flabbergasted...

"You mean to tell me...."

...that if I had just filed a couple of forms with the government, I'd owe $18,000 less in taxes right now?!" (I later found out that with a few other changes that savings could've gone up to $36,000!")

The Tax Attorney looked at me confused, "Yes, that's the difference between doing things as a Sole Proprietor and as a Corporation." (To top it all of he said it in a tone of voice that sounded like, "Doesn't everyone know this?!")

That was my baptism into the utter silliness of taxes and government paperwork. I was a young Entrepreneur and moving fast. It was crazy to me to find out that a simple piece of paper could change what I owed in taxes. Literally NOTHING else would've been different. 

I was upset because I thought I had made a lot of money. Yet, here I was facing a huge tax payment that no one bothered to tell me about (until the IRS wrote me a nice, thoughtful letter (lol).)

But, it's true. 

It's a funny world. You move things here, do this, do that and all of a sudden what you owe goes from a high number to a smaller number. 

Or, you get the wake-up call that because you did something you now OWE a lot of money, whereas if you had just done it a bit differently you wouldn't. 

The whole thing is frustrating. That's one reason I created Profitable Insights, LLC. I'm not an Accountant, I'm not a CPA and I'm not even a bookkeeper. 

I'm an Entrepreneur who simply got fed up with CPAs and Accountants NOT telling me the important things I needed to know. 

I don't have TIME to know the tax laws. 

CPAs seem mostly interested in WHAT happened and how much you owe. That's "Compliance". I wanted to know WHAT CAN I DO to pay less. 

Those CPAs are out there. But, they usually work in medium to larger companies where a blunder can turn into millions of dollars. 

What about the little guy? What about the majority of business owners who have 50 employees? 20 employees? 10? 5? 1?!

Those opportunities exist for us, too! 

The first key is to get your Bookkeeping in tip-top shape. Then, we can do Strategic Tax Planning. There's a 98% chance we can save you A LOT of money. 5-figures minimum, in some cases 6-figures and when you expand those savings in future tax years, it CERTAINLY WILL go into the 6-figures.

It'll be money in YOUR pocket, not the IRS'. 

We can help. It just takes a short phone call to get the details. I hope to talk to you soon!

One Flat-Fee, No-Surprises!

  • Clean-up Your Books Project: Your Books have been done but there's a big error on them. 
  • Catch-up Your Books Project: Your Books haven't been done in some number of months.
  • Set-up or Switch Over to A New System: If you need to set-up or switch over to a new bookkeeping system we can help you make a smooth transition. 

The easiest way to get a no-obligation quote is to do a short phone call so we can determine what it would take to service you.

Book Your Consulting Session!

This no obligation call will help us determine what you need so we can give you a flat-fee "No Surprises" quote.

Why You Should Invest in Bookkeeping, Financial Services and Tax Planning

  • Pristine Bookkeeping Gives You Better Financial Control. When you have your books in order you can make better financial decisions, discover where you can smartly cut expenses and boost things that are important. It's the foundation of better financial controls.
  • Tax Preparation Is Easier and Less Stressful. When your books are already in order it makes tax filing for both business and personal (if you're an owner) much easier. And... you're less likely to make mistakes on your returns. Plus, you won't get hit with late penalties and interest if your out-of -shape books delay your returns.
  • Strategic Focus. Bookkeeping is a tool to think about how to best grow and your develop based on the numbers and facts of your business. You can make better short and long-term goals backed by the data instead of only using hunches or best guesses.
  • Better Cash Flow. Recording revenues, expenses, liabilities and receivables puts you in a position to better track when things need to be paid and when new money is coming into the business. This allows you to intelligently manage your cash flows so you don't inadvertently put yourself in a tight spot. 

Our Professionals Are All U.S. Based And LOVE Bookkeeping, Accounting and Financial Services!

We pride ourselves on using the highest quality professional bookkeepers on our team. All of them are U.S. Based with over 5+ years of experience, with many having over 30+ years of bookkeeping experience in a variety of industries and sizes of companies.

Book Your Consulting Session!

This no obligation call will help us determine what you need so we can give you a flat-fee "No Surprises" quote.

Here's What You Get As A Valued Client

  • Monthly Bookkeeping for a Set Price. No Surprise Bills or Hidden Fees.
  • All Books Done in the Bookkeeping Program of Your Choice.
  • The Ability to Request a New Bookkeeper in Our Company Should You Feel You Don't "Mesh" Well with Your Current One. 
  • Basic Financial Reports to Run Your Business.
  • Access to Your Bookkeeper During Business Hours to Answer Any Questions You May Have.

Frequently Asked Questions

What if my books are all messed up?

What if my books are WAY behind?

Can you help me set-up a new system?

Are there any contracts for your monthly programs?

Can a bookkeeper come to my place of business?

How do I talk to my bookkeeper?

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