Be Your Own Super Hero
Learn Your Numbers
Confidently Run Your Business
Personalized QuickBooks® and Business training that helps business owners master their finances
— and feel unstoppable!
LuAnn Roberts, CPA
Empowering small business owners for 25 years.
Begin Your Journey:
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Step 1: Get Started
The first step is to schedule a complementary 15 minute call.
Let’s chat to determine the needs, wants and goals for your business.
Please click below to match up our calendars.
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Step 2: Get it Done
In four sessions, learn QuickBooks® Online with step-by-step guidance that is customized for only you.
You’ll learn not only how to use the software to its full potential, but you’ll also know why, with explanations of tax laws, maximizing expenses and best practices for your business.
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Step 3: You Got It
As you put your new skills into practice, continue to build your confidence by subscribing to our exclusive content, personalized 1:1 meetings, and powerful group collaboration with fellow training graduates.
Please click below to explore the affordable options.
Honored to partner with these organizations:
If you are…
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If QuickBooks® hasn’t been set up correctly, it can be a big mess. As an experienced ProAdvisor, I’ll explain how it works and give you clear steps to follow. Once that is done, QuickBooks® is easy-peasy!
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Payroll tax, sales tax, income tax … oh, my! We’ll automate and set up reminders. You’ll always feel in control of your tax responsibilities.
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Forming a LLC is a legal process with the AZ Corporation Commission. Choosing S Corp taxation is an election made with the IRS. We’ll discuss the pros and cons and help you choose.
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It’ll teach you how to run your business, without it running you. The first step is to understand financial reports, so you can make informed decisions, and be able to plan ahead.
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Especially in the early years, business owners often are just surviving financially. I’ll help repair your cash flow and pay yourself regularly. This is the first step to providing financial security for your family and your future.
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Managing cash is more than just looking at your bank balance. QuickBooks helps you get paid faster and project upcoming bills. I’ll give you best practice tips to get control of your cash flow.
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If cash flow is wonky, it is a slippery slide to business debt. We’ll identify the cash flow problems and then tackle the debt burden.
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Good recordkeeping is the best way to capture all legitimate business expenses. Good tax planning also ensures you maximize tax savings.
When your bookkeeping is current, we can plan throughout the year.
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Big decisions are easier with a numbers person in your corner. Beyond bookkeeping, we tackle the real stuff like paying yourself, choosing an LLC or S Corp, and how to plan ahead for tax season.