Tax & Business Advisory Services
We know taxes and the systems behind them can be daunting. We’re here to help.
you (and your business) first
Taxes and Accounting don’t have to be arduous.
Though it may take some work to get there.
Our favorite part of the work we do is when our clients are secure and stable in knowing the steps that come next – and they know it because they and their entire support team have put the work into knowing what comes next.
For your taxes to be smooth & easy, the systems behind them – your accounting, file saving, and other, similar habits – need to be on rails.
And before we can help you get them on rails, your taxes need to be up to date (or on the way there).
We’re laser-focused on identifying what needs to happen to get you to that point.
Your Tax Return Drives Everything
As a small business owner, you’re most likely here first for taxes, and everything else is a bonus. Depending on the time of year when you start onboarding, the status of your current year tax return, we may not be able to dive into your systems right away.
Language for you and your business
We leave the accounting jargon behind as much as possible and teach what you need to know.
Even so, you may want to know more. We’re constantly developing new tools for clients and the community. We make these available through courses on MemberVault. Current clients get access to these at discounted rates. We also have a course that focuses on the fundamentals of accounting for you, the business owner.
Solutions customized to your business
Your business is unique. Your accounting systems should be, too.
your business, your accounting
Committed to Your Business
You started your business out of a passion for what you do. With it, came the burdens of running a business: organization, record keeping, and activity tracking. Whether you’re just starting out or you’ve been around for a while now, our service offerings are designed for the creative entreprenuer’s needs.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Introduce Yourself! (Yes, it's a form, but it tells me so much about you and your needs)
Before you get to our calendar, we have a survey for you to complete. You won't need any additional information or specifics. Just some questions about you.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Introduce yourself!
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.