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Ready to Set Your Business Up for Financial Success?
Interested in working with me on reducing your taxes? Access our Fit + Investment Guide to learn more about how we can work together!
A fulfilling journey…that’s hard to do it all yourself.
That’s why I’m here to help!
As a business owner, you have embarked on a rewarding and fulfilling journey that offers so much opportunity. But let’s face it – it’s hard to do it all yourself. And when it comes to handling the finances and paying taxes, it can be a daunting task that feels crippling.
That’s why I’m here to help!
I’m Jhoslen, a Certified Public Accountant (CPA) but not the boring kind – I promise! But my credentials go beyond that. I’m a proud tax strategist who specializes in tax reduction strategies, and I have an MBA and a Masters in Public Accounting.
I decided it was time to help small business owners – just like you – through a CPA firm of my own after a chat one day with a friend. She was struggling with her business and needed some financial advice.
After our conversions I thought, “What if small businesses knew what makes Fortune 500 companies so successful?”
My 20+ years of experience in financial planning, budgeting and analysis for mid sized to large Fortune 500 companies has allowed me to help small business owners set their businesses to THRIVE financially. And now, I want to help you do the same for your business.
Our Tax Experiences
The perfect plan for your business…
I offer 3 convenient and simple ways to work with me. No matter what stage of growth your business may currently be in, I have the perfect option for you. Let’s see which option is the right fit for your business!
The Simplify Experience
FOR SMALL BUSINESSES OR INVESTORS THAT ARE LOOKING TO LOWER TAXES AND GROW FASTER
Set your business up for success while avoiding costly tax mistakes with this experience. I will help you choose the proper company formation for your business and help you save on taxes.
Also included, is an annual tax review, early tax strategic planning, tax preparation and tax filing for business owners who require the assistance of a tax professional.
The Empower Experience
FOR ESTABLISHED BUSINESSES OR INVESTORS WITH COMPLEX TAX NEEDS AND STRATEGIES
Maximize your tax savings and implement a strategy designed to meet your profit goals with this experience. I help you feel empowered by keeping you informed and on track to meet your financial goals with educational financial and tax updates.
Upgrade your tax savings game with this experience which includes advanced tax strategy planning, a mid-year tax review and an annual tax review, all designed to maximize your tax savings.
The Thrive Experience
FOR THE SEVEN-FIGURE BUSINESS READY TO TAKE THEIR TAX & CFO STRATEGY TO THE NEXT LEVEL
Is it time to hire a Chief Financial Officer for your business who can keep your finances organized and in order, take the pain out of tax guesswork and help you save LOTS of $$$ every year? Take your tax strategy to the next level!
I will develop a strategic financial plan that is aligned with your business goals and will result in thousands of dollars saved in tax – year after year.
