Introducing...
Bookkeeping + Taxes + Strategy
Does this sound familiar? Your business is growing, you’ve hired (or plan to hire) employees and a bookkeeper, even filed your taxes on time but still feel…completely in the dark. Your tax bill catches you by surprise and you don’t know if you should invest in your business or save every penny for the next tax bill. You wonder if you could be doing more to reduce taxes or if you can you pay yourself more. We’re here to help you get clarity and save some moolah.
We offer proactive solutions, year-round, to our clients because taxes are more than a once-a-year compliance item. We start with clean up to date bookkeeping so we can keep a pulse on your business. We understand growth periods often come with fluctuating profit margins and it’s important to have your tax team in tune to update your estimated tax payments and adjust strategies as needed. We believe in simplifying your process with one tax and accounting team, one point of contact to keep your business and wallet happy. You have a business to run, and we want to help you keep more of your hard-earned money.
You're in good hands: IRS Enrolled Agent | Certified Tax Coach | Master of Accountancy
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 (business + personal)
Compliance tracking + reminders (so nothing slips through the cracks)
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.
Strategic CFO 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 an intro call
2️⃣ Upload your prior year tax returns and current books to our secure portal
3️⃣We'll review and discuss services that make sense for your business
It’s like going to the mechanic. You can’t just call and imitate a few grinding and clunking noises and expect to get an accurate diagnosis or quote for services. We have to look under the hood (aka your prior tax returns and books) to identify tax saving opportunities. We'll hop on a quick call to discuss if we are the right team for you and how to proceed with services. Our capacity is limited and we'll be upfront with our costs and timeline for onboarding. Talk soon!
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!
We combine our business background and tax expertise to look at the big picture. This is not a wham-bam, don't call me unless it's tax season situation. We support your whole ass business, all-year-round with 1-1 VIP time, direct chats, done for you professional services, tax strategy, and deadline reminders. Bookkeeping is also available to keep your financials primed and ready for tax saving strategies.
If you only want tax prep (aka zero guidance) we aren't your team.
If you want tax prep, money saving strategies AND to be supported all year long...you're in the right place.
California (and every other state) has their own tax code and their laws may or may not conform to federal tax laws. So we don't want to say things like "check with your state" or "some states do this" because our support is supposed to make your life easier. By focusing on California only, we can provide more support so you know exactly WTF is going on.
Bookkeeping is included in our Strategic CFO service. Apply here.
Our founder, Ali Veerman, holds the following credentials:
Enrolled Agent - EA's are federally-licensed tax practitioners with unlimited rights to represent taxpayers before the IRS. The Enrolled Agent license is the highest credential the IRS issues.
Certified Tax Coach - from the American Institute of Certified Tax Planners
Masters of Accountancy
Toss in 20+ years of business operations and you've got a whole lot of passion, education and experience backing your business.
Let's get to work!
Not ready for full-service support?
We offer an Annual Tax & Financial Strategy Package for business owners who want professional tax prep and guidance and a strategic check-in to close out the year.
Annual tax return (business + personal)
End of year strategy session (know your tax bill ahead of time)