101. Stop Dreading Tax Season: Our Solution for Year-Round Accounting Peace
Episode Highlights
0:00 - Monthly Plan Benefits Overview
1:07 - Why We Created the Monthly Plan
6:53 - Traditional Accounting Options Don't Work
9:06 - How the Monthly Plan Works
14:27 - Tax Projections and Planning
16:43 - What We Cover in Monthly Calls
20:51 - Results and Availability
Episode Summary
We created our monthly accounting plan to solve the recurring problem of clients coming to us at tax time with messy books and missing tax-saving opportunities, and after nine months with our beta group, we're sharing how it's working and opening up a few more spots.
• Our monthly accounting plan provides accountability and real-time bookkeeping support, like having a personal trainer for your finances
• Works better than self-doing, external bookkeepers, or costly internal accountants who often create more problems
• Includes monthly one-hour calls at reduced rates with private booking link and priority access
• Tax returns completed by January with no extensions needed because books are maintained throughout the year
• Free tax projections eliminate surprises at tax time
• Covers QuickBooks training, reconciliations, tax strategy, retirement planning, and business decisions
• Costs $225/month with no contracts and consistently saves clients more in taxes than they pay for the service
• Email reminders on the first of each month highlight important deadlines and considerations
If you're interested in one of our limited spots, you can email us directly at carson@sandco.net
You can also book a discovery call with us to address any questions you have on the monthly accounting plan HERE
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