Hi, I’m Jhoslen the Tax Coach for Small Busines Owners!
Hi, I’m Jhoslen the Tax Coach for Small Business Owners!
Why do most small businesses fail?
Because they don’t have the right information at the right time to make savvy choices. And even when they do, they have no idea how to put that data to work.
There’s more that goes into a thriving business than having a great service and tons of fans who love you.
There’s the backend stuff. The numbers. The admin. The costs that all add up and can snowball out of control if you don’t keep your eye on them.
A few months in, you’re plagued with questions like…
- How much can I pay myself without crippling the business?
- How much money should I put aside for tax so that I don’t need to dip into my life savings come tax time?
- What’s the recipe to whip up some serious business goals and actually pull them off?
- Do I need to sell my soul to grow this baby of mine to six figures, or is there a better way?
- Should my bookkeeping really take this long and how do I even choose between all the time-saving cloud apps when the task of choosing is a time suck in and of itself?
- What don’t I know that I don’t know?
You know you need help, but the CPAs you’ve come across are all so obsessed with jargon
So instead of working with an accountant who fixes stuff for you without explaining to you what they’re fixing, in plain English, you ask the Google gods for the answers – only to be left even more confused and overwhelmed. And before long, you’re popping pills to manage your tension headaches while you’re explaining to your little girl over the phone why you’re going to miss her ballet recital.
Let’s change that!
As a small business owner myself, I’m familiar with your struggles and I’d love to be the one that shows you how to design a business around your passion and in a way that honors your values – like spending more time with that adorable clad-in-pink princess.
“Hi, I’m Jhoslen.
My secret obsession is making the world a better place – one human, one business at a time.”
“Hi, I’m Jhoslen.
My secret obsession is making the world a better place – one human, one business at a time.”
I’ve got the T-shirt
Let’s get my creds out of the way, shall we?
- I’m a Certified Public Accountant (CPA) – but not the boring kind
- I specialize in tax reductions strategies and proud Certified Tax Coach (CTC)
- I have an MBA and a Masters in Public Accounting (Study junkie much?)
- I have 20+ years of experience in financial planning, budgeting, and analysis for mid-size to large Fortune 500 companies
- And, to feed my other passion, I also have a Real Estate Broker license
One day, as I was chatting to a friend who was struggling with her business and needed some advice, a thought popped into my head: “What if small businesses knew what makes Fortune 500 companies so successful? What if they could learn how to make their financial data work for them and make the right decisions at the right time, so they too can have a thriving business?”
That’s when my firm, JMuniz CPA, LLC was born.
Being reactive, instead of proactive, is the biggest enemy any small business could face.
We are accountable for our own lives, but sometimes we need a guide to show us how to plan ahead and make better choices in business. I’d love to be that guide for you. I want to empower you to understand your finances so that you can start to be more proactive and turn risks into opportunities.
Working with me is a breath of fresh air.
Here’s why:
I’ll be your strategic partner
Looking at the past is only valuable if you learn from your mistakes and use that knowledge to plan better for the future. But this can be an expensive exercise if you’re on your own. You can skip some of those mistakes when choosing to work with me – I always keep my eye on the end goal and guide you towards that.
I’ll inform and empower you
I don’t prescribe to the hush-hush approach you sometimes see in the accounting industry. I don’t want to make you dependent on me. Instead, I demystify your numbers so you can actually understand what it means and make better choices. And if you ship something off to me to take over, you’ll know exactly what I do, and why.
I’ll simplify your numbers
I know, numbers don’t come naturally to everybody. You have your expertise – mine is to simplify your finances, help you to implement easy-to-follow processes that save you loads of time, and I help you make sense of your legal and tax requirements. Your brain doesn’t need to hurt when we talk about your finances.
We’ll have some fun along the way
You have a passion for your business – even when stress is wearing you down – and the last thing you need is someone who puts a damper on your enthusiasm with boring jargon or annoying expectations. Working with me is fun. We don’t do long faces, obnoxious attitudes, or prim and stuffy business attire here. You’re going to love it!