At some point, “figuring it out as you go” stops working.
You’re business is making money but:
Your books aren’t fully dialed in
You’re not 100% sure what you owe in taxes
And you’re making decisions without a complete financial picture
That's where we come in.
We provide ongoing, tax and financial strategy so you always know your numbers and always have a plan.
This isn't just bookkeeping.
And it’s not just tax prep.
It’s a complete system designed to give you clarity, consistency, and better financial outcomes without you doing the heavy lifting.
You're in good hands: IRS Enrolled Agent | Certified Tax Coach | Master of Accountancy
I'm a soft spoken (but outspoken), potty mouthed, business badass. When I'm not crunching numbers and researching tax laws I'm either hitting the links or hiking up mountains.
Freebird Financial was born after 20+ years in business operations, managing multi-million dollar businesses. I needed to KNOW why my numbers differed from corporate. When I received unsatisfactory replies, I did what any logical person would do...Quit > get a Masters in Accounting > become an IRS Enrolled Agent and Certified Tax Coach. Totally normal. Now I help business owners make decisions that are advantageous today, tomorrow and at tax time.
Combine a business background with a strategic (legal-loophole-loving) tax nerd and you've got a whole lot of passion backing your business. Let's get to work!
What's included:
Monthly bookkeeping (clean, accurate, up to date)
Financial reports you can actually understand
Quarterly tax projections (so there are no surprises)
Ongoing tax strategy throughout the year
Annual tax return preparation and filing
Compliance tracking + reminders (so nothing slips through)
Ongoing support when questions come up
What this changes:
You know exactly what you’re making
You know what to set aside for taxes
You stop making decisions based on your bank balance
You have a clear financial picture every month
You move from reacting to planning
We don't believe in one-size-fits-all, because it doesn't.
Ongoing Tax & Financial Strategy is for California service-based business owners with $150k-1M+ in annual revenue who are done piecing this together themselves.
Most clients invest between $750–$2,000/month depending on complexity.
1️⃣ Book a call - tell us about your business and what's currently not working
2️⃣ Fit check - We review your prior year tax returns and current books to make sure we are the right team for you
3️⃣Onboard - We clean things up, take over, and build a system that works for your business
Our capacity is limited during tax season and we'll be upfront with our costs and timeline for onboarding. Talk soon!
Not ready for full-service support?
We offer an Annual Tax & Financial Strategy Package for business owners who want professional tax prep and guidance but don’t need ongoing support.
Annual tax return
End of year strategy session
Investment begins at $4200/year