It's high time we peel back the curtain and reveal business, money and tax strategies that can create serious wealth. We're talking about money moves you thought were reserved for big corps and billionaires. Well it's time to claim your seat at the table. Go ahead and pull up a chair.
The only business membership combining:
Business & Personal Tax Returns | Annual Tax & Financial Strategy Session
Tax Strategies | Business Tools | Guest Experts | Deadline Reminders | Money Tips & More
Monthly Group Calls | Q&A | Quarterly Kick Off & Accountability Calls
Give me the Skinny
So you like it straight, no chaser. My kind of gal. Here's what you get:
- VIP Onboarding (1-1) Financial Checkup & Goal Session to ensure you are set up for success
- Business & Personal Tax Returns prepared by Team Freebird
- Annual Tax & Financial Intensive (1-1) w/ Team Freebird
- Deadline reminders (like those pesky quarterly estimated taxes & other compliance items that YOU MUST DO!!)
- Monthly Group Calls w/ Q&A time
- Resource Vault with tips, tools and tax strategies (we're talking videos, spreadsheets, guides, etc)
Plans start at $299/mo
*The C-Suite is for California Residents Only*
We aren't like the "other guys"
We strive to connect with each and every one of our clients in a meaningful way and help guide you through YOUR unique situations and how the tax code affects you and your business. We also saw a huge void in education around 'the business' of being a business owner. The phrase we hear most often is “no one told me I had to do that.” Well, we’re here to guide you through the scary, complicated shit, saving you time and $MONEY$. This isn't just about taxes. This is about utilizing your business to create the life of your dreams.
How is this different from other business coaches or mentor programs?
Why is the C-Suite for Cali business owners only?
Can I hire you to just do my taxes?
Do you offer bookkeeping?
Can I get more Freebird (1-1) and a custom tax plan?
What credentials do you have?
Here's How it Works
- CREATE AN ACCOUNT - https://portal.freebirdfinancial.us/app/signup
- COMPLETE APPLICATION & UPLOAD YOUR DOCS
- Business & Personal Tax Return
- Current Profit & Loss
- BOOK A CALL - We'll chat about your goals, some strategies and the cost for our services. We are upfront and transparent so this is your opportunity to ask away.
- LET'S GET TO WORK - First on the agenda is our Vision Board Questionnaire and VIP Onboarding (1-1) Financial Checkup & Goal Session. Light some candles, it's about to get deep.
- SUPPORT - C-Suite Members get monthly group calls w/Q&A time, deadline reminders, exclusive trainings, resource vault PLUS 1-1 access to our team via an annual financial/tax strategy session and business & personal tax prep.