Better Money is currently near capacity for the select clients it serves, and we are only accepting new clients as referred by existing clients, friends, and family. We primarily serve small to medium sized business clients and HNWI, but also work with individuals that have relatively simple situations and help with trusts & estates in some circumstances.
Core services include:
- Strategic Tax Planning – both short and long-term to limit taxes paid over your lifetime
- Tax Compliance – preparing and filing returns
- Monthly/Quarterly Bookkeeping – QB Online, QB Desktop, Xero, Digits, Wave, and spreadsheet based, etc., (we’ve seen it all!)
- Payroll – in limited situations
- General business advisory – catch all for start-up assistance, fractional CFO & COO work, financial forecasting, KPI analysis, and very basic valuations
If you wish to be contacted in the event of an opening, please email CPA@BetterMoneyLLC.com with “Interested” in the subject line and a brief description of your tax and accounting needs in the body of the email.