Hey, Female Founder!
You're not alone ...
We've invested our time and effort in starting our business aside from our main jobs - a testament to our dedication and expertise!
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But we are now stuck working more hours than we anticipated and not reaping the benefits from the business we thought we'd get!
Founder to Founder ...
Even if you've already tested the terrains of full-time entrepreneurship to conquer time flexibility, you don't have to do it alone!
Resources and invaluable information are available to you to make informed decisions in your business, so you never have to "double back" to fix avoidable mistakes!
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I aim to offer a shame-free environment that allows us to spur inter-generational conversations necessary to scale businesses to activate wealth, slash taxes, and preserve legacy™.
The Legacy CPA®
Do You Get Frustrated When ...
You're working for free in the business because there's no money to pay yourself.
You get all the bills paid, but there's nothing left over for you to harvest additional fruit.
You're unaware if you have a profit at the end of the month, 6-months, or a full year.
You've done everything "right", but you still have an IRS bill during tax season.
Burn out has crept in even though you became an entrepreneur for freedom.
Imagine Feeling Schedule Freedom When ...
You have the resources accessible to understand key differences in financial reports.
You can articulate personal & business goals to plan the direction, with confidence.
You can consistently plan, budget, and meet payroll consistently, paid like a true CEO.
Tax season is a breeze, and you no longer owe taxes or need automatic extensions.
You can officially take a vacation, work-free, to recharge your creative batteries.
What To Expect In This Course?
Meet Your Instructor
Renesha "The Legacy CPA®" Davis
Decade of Fortune 50 Experience: Learned critical techniques a CEO leverages to eliminate waste in the process to earn billions.
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Certified Public Accountant: Understands how wealth, taxes, and legacy work together for multi-generational outcomes.
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Multi-Disciplined Founder: Familiar with what it takes to run a profitable business with family ownership at the forefront.
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Wife & Mom of Twins: Accustomed to balancing it all while prioritizing self-care, family and emotional well-being.
Frequently Asked Questions
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I just started my business: When should I hire The Money CouncilĀ®?Our school of thought is always to engage a CPA initially and throughout your business journey. Consult with a CPA before you DIY your business paperwork. Explore our offers by starting a business evaluation. Click the button below to get started today.
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Your office shows youāre located physically in GA: do you support professionals in other states?The beauty about being a virtual, full-service bookkeeping and tax services firm is that we get to deliver results across all 50 states! We find that there are many advantages in operating a remote model. The main advantage is you can find talented accounting professionals that may not be located in your local city or state.
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Iām working with another professional; is it easy to switch to The Money CouncilĀ®Let's be straightforward. We believe it's beneficial for businesses to continue their professional relationship with their current accounting team and strive to resolve any misunderstandings. Once you've made an effort to address any issues with your current accounting team, we'll be open to considering a partnership with you. To move forward with any engagements, please ensure that you request a disengagement letter from your Accountant or CPA and share the notice with us. We will only proceed with a disengagement notice from your previous accounting team. Also, if our fees are substantially higher than your previous Certified Public Accountant, we will match, assuming the following items are in order: Your previous accountant has a CPA or EA designation You can provide us with the most recent financial statement before starting an engagement with us The Balance Sheet matches supporting documentation (e.g., tax, bank, loan, and credit card statements) Receipts for material transactions can be substantiated Your accounting was maintained in QBO
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Do you do individual tax returns if I do not own a business?The simple answer is No! We do individual returns for business owners onboarded through any of our signature programs.
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What happens after I apply to work with The Money CouncilĀ®?Once you book your Legacy Mathā¢ Evaluation, you will receive a confirmation email. Please follow the steps set forth in the emails you receive over the next two days. These steps must be completed before our discussion. Overall, the following steps will flow easily in 3 simple steps. Your role is crucial in this process. We recommend starting with a business evaluation to get to know each other better, as your input is invaluable. Weāll swipe right and send you an email outlining the bells and whistles of each program so you can choose the best service for you. Once you finalize your choice, you can set up your account. Once you've signed up for your account in TaxDome, you'll receive detailed next steps inside your portal with an easy-to-follow Welcome Guide.