Are you a Dróttning?

Dróttning roughly translates to ruler, leader, or queen. In the Norse culture, warriors in a region would pledge loyalty to their leader in exchange for leadership, protection, and wealth. As a Dróttning, you are responsible for not only leading your warriors into battle, but also making life-altering decisions to ensure your followers, land, and home thrive.

Dróttning Traits: strategic leader, goal-oriented, welcomes + leverages trusted advisers, generous, and committed.

Allow me to provide you with the assistance you need to remove some layers of armor so you can take your rightful place as the leader of your business. I’ll conquer your financial battlefield so you can focus on what your business needs “as long as the sun shines and the world endures henceforth and forevermore”¹.

Diagnostic Analysis

Have you been handling your own bookkeeping in Quickbooks Online or Xero and you aren’t 100% sure that it is correct? You feel like nothing is tying properly and it’s complete madness?

This diagnostic review will give you the answers you need to know in order to determine the best course of action for your books.

*This service is required prior to other services (except tax preparation) if you currently use bookkeeping software. 

 

INCLUDES:

  • Software analysis to assess health of data, diagnose problems, and assess level of cleanup needed.
  • Report of findings and recommendations.
  • Meeting to discuss findings and recommendations.
  • A recommendation for accounting services moving forward. 

Bookkeeping Assessment

One area of business that is quite frequently overlooked and forgotten about is bookkeeping.

If you have not been using any software, this assessment will help you establish all tasks that need to be done and provide a course of action for you to take.

 *This service is required prior to other services (except tax preparation) if you are not currently using bookkeeping software.   

 

INCLUDES:

  • Analysis to assess health of data, diagnose problems, and assess level of cleanup needed.
  • Report of findings and recommendations.
  • Meeting to discuss findings and recommendations.
  • A recommendation for accounting services moving forward

Financial Warrior

Business owners are often required to wear multiple suits of armor in operating their business, but with all that pressure, many don’t have the time, energy, or resources to figure out the best use of their finances and work towards their larger goals.

A Financial Warrior package might be perfect for you if you find yourself thinking along the lines of “Am I teetering on a financial disaster?”, “Is this really the best decision for me to make for my business?”, or “Am I doing all of this number and business stuff right?”.

It’s all so overwhelming and stressful when you want to pursue your passion without having this black cloud lurking over you. We all decided to start our own business so we could pursue a life we love and dream of, let’s work together to make sure you get to your dream life!

As your Financial Warrior, my job is to come alongside you to help maintain your financial data as well as help you make decisions on the best use of your resources. I want to take you from overwhelmed and stressed to confident, relaxed, informed, and supported.  

Dreng

Young Warrior

Here you are, as a leader ready to conquer your space in the world. But there’s this voice in the back of your head: “I have no idea how much money is coming in and going out of my business” it might say to you.

You are concerned that you are not tracking your information the best way possible and you don’t really know what is going on within your business at any given time. You spend the holiday season frantically getting your numbers together for taxes and you aren’t even sure if you’re doing that right!

 

 
Includes the following services:

  • Financial Tracking & Monitoring
  • One 1:1 Meeting Each Year
  • Year-round Email Support

Theng

Mature Warrior

You have been growing into your leadership space, obtaining more experience and making great strides in your business.

That voice in the back of your head is still there: “What if I do something wrong and the government/IRS comes after me?”

You’re not sure what you can deduct and it is so stressful and overwhelming trying to keep up with changing tax laws. Plus, what about quarterly tax payments? Are you supposed to be paying those and how much?

   


Includes the following services:

  • Financial Tracking & Monitoring
  • Tax Compliance
  • One 1:1 Meeting Each Year
  • Year-round Email Support 

Stallari

Dttning’s Champion

You are so powerful and bring so much good into the world, but you need more than basic support.

Your brain may still harass you with Dreng- and Theng-level concerns, but that voice steps it up a notch to: “Am I spending the right amount of money? Am I able to do the things I dream of?”

You’re worried that you are wasting money on unnecessary things and want to make sure you know how much to spend. You want to pay yourself properly, but have no idea how.

 


Includes the following services:

  • Financial Tracking & Monitoring
  • Tax Compliance
  • Budgeting Assistance
  • Quarterly 1:1 Meetings Each Year
  • Year-round Email Support

Optional Add-Ons:

IRS/State Correspondence

Additional Consulations

Account Receivable/Payable

Metrics/KPI

ROI Analysis

Expedited Service

If you want something not listed above, let’s chat and I can put together a custom package for you!

To learn more about each of the packages, check out their details here.

If you want something not listed above, let's chat and I can put together a custom package for you!

Most expenses are tax deductible in the year they are paid.

I'd love to chat with you to learn more about your needs, how I can help, and see if working together makes sense for us.

Schedule a Decision Call

Tax Reporting

As a business owner, you need to make sure you’re doing your taxes properlybut navigating the tax law can feel overwhelming, or even kind of scary. You aren’t certain what deductions you are able to take or what the deal is with quarterly taxes.

Fortunately, with the right accountant fighting by your side, it doesn’t have to stay this way.

The tax law is one of my biggest and not-so-secret passions. I want to help inform and educate you so you can make the best business decisions possible. Working together, we’ll make sure there are no surprises and that everything is filed properly. I’ll analyze your income and expenses to make sure we claim all possible deductions while still following the tax law, and let you get back to your business!

Single Return Filing


Ideal for individuals; including those with sole proprietorship(s) and single-owner LLC(s).


INCLUDES:

  • One individual tax return
    • Any filing status; married filers receive MFJ/MFS analysis to determine if filing jointly or separate is most beneficial. No additional fee for either option.
  • Business, if applicable:
    • Analysis of income & expenses
    • Organized audit-friendly workpapers
    • Formation document compliance
  • Extension, if we need more time
  • Safe harbor calculation of quarterly taxes (Q1-Q4)
  • Correspondence during tax season
  • Review of tax return via Zoom, optional

 

Multi-Return Filing

 

Ideal for partnerships, multiple-owner LLCs, and S Corporations.


INCLUDES:

  • One individual tax return
    • Any filing status; married filers receive MFJ/MFS analysis to determine if filing jointly or separate is most beneficial. No additional fee for either option.
    • Additional returns for other partners/shareholders available.
  • Partnership, multiple-owner LLC, and/or S Corporations
    • Analysis of income & expenses
    • Organized audit-friendly workpapers
    • Formation document compliance
    • Basis Calculation (IRS Required!)
    • Creation of K-1s
    • Input of K-1s
  •  Extension, if we need more time 
  • Safe harbor calculation of quarterly taxes (Q1-Q4)
  • Correspondence during tax season
  • Review of tax return via Zoom, optional