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Exclusive Services

​For Clients Who Need a Little Extra

(Because You Deserve It)

Sometimes, you don’t just need paperwork — you need the whole game plan, a hand to hold, and a little push to boss up. These exclusive services are for those who are ready to go deeper, get clearer, and make major money moves.

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🔐 1:1 Financial Power Hour

Let’s sit down and get to the root. In one hour, we’ll assess, advise, and create an action plan tailored to your money situation — business or personal.

“You bring the questions. I’ll bring the strategy and straight talk.”

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🧾 Tax Trauma Cleanup

Behind on taxes? Scared of letters from the IRS? Been filing wrong or not at all? This one’s for you. We’ll clean it up, catch it up, and break it down so it never happens again.

“Auntie don’t judge. We just fix it.”

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🧠 Business Audit & Reset

Your business is making money, but it’s messy. We’ll comb through your structure, systems, finances, and offers — then give you a full game plan to operate like a real CEO.

“We’re not just looking at what you do — we’re upgrading how you run it.”

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💼 White Glove Business Setup

Need everything done for you? From LLC formation, EIN, operating agreement, to systems and branding — we’ll build your business structure from the ground up with excellence.

“You bring the idea. I’ll bring the execution.”

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📈 Quarterly CEO Check-Ins

Stay on track all year. These seasonal sessions help you review performance, update goals, prep taxes, and make strategic money moves with accountability.

“Because CEOs don’t wing it — they plan it, protect it, and profit from it.”

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💬 Ready for the Exclusive Treatment?

If you’re serious about shifting your money mindset, fixing your financial foundation, or launching with power — these services are your VIP pass.

1 

Tax Preparation

No More Guessing, No More Panic

  • ✍🏾 Personal & Business Returns — W-2s, 1099s, side hustles, LLCs… we know it all.

  • 🔍 Maximized Deductions — We dig deep for every dollar you’re owed.

  • 📤 E-File Like a Boss — Fast, secure, and no waiting in line.

  • 💬 Real Talk Support — Ask the “dumb” questions. (We don’t judge — we explain.)

“Let’s get your taxes together before Uncle Sam comes knocking."

2

Bookkeeping & Payroll

Because You Shouldn't Be Crying Over Receipts

  • 🧾 Monthly Bookkeeping — We track it so you don’t have to.

  • 🔄 Reconciliations — Balancing your books like a pro.

  • 👩🏽‍💻 Payroll Processing — Your team gets paid on time, every time.

  • 💼 Quarterly Filings — No more last-minute tax stress.​

“We keep your books clean, so you can focus on the bag.”

3

ITIN Processing

Smooth, Simple & Stress-Free

  • 📋 Step-by-Step Guidance — So you never feel lost or confused.

  • ✅ Document Help — We make sure you have what’s needed.

  • 📊 Tax Support After Approval — We’ll be with you every step of the way.

  • 🙌🏽 Confidential & Compassionate — No shame, no shade — just solutions.

“Auntie don’t do messy. Let’s get it right the first time.”

4

Business Formation

From Hustle to Legit — Let’s Make it Official

  • 📝 LLC, S-Corp, or Sole Prop? — We help you choose the right fit.

  • 🆔 Get Your EIN — One click and done.

  • 📁 Compliance Help — So you don’t miss what matters.

  • 🧠 Startup Strategy — From naming to taxes, we build it with you.

“We don’t just file the paperwork. We build your foundation.”

5

Financial Coaching & Planning

Let’s Get Your Money Mindset in Check

  • 🔎 Full Money Checkup — We find the leaks, gaps, and missed blessings.

  • 📈 Wealth-Building Roadmap — For the short-term and long haul.

  • 👵🏽 Retirement Goals — We want you thriving at 65, not just surviving.

  • 💡 Real-World Education — Because financial freedom starts with understanding.

“Don’t just get rich. Get wise with your wealth.”

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