Special Pricing Ends on Monday, November 28, 2022 at 11:59 PM!
Webinar Replay: Year-End Tax Strategies
THE MEMBER SERVICES PROGRAM
FINANCE TRAINING + SUPPORT
MEMBER SERVICES
The Do-It-Yourself Solution to:
- Healthy Finances
- Easy Bookkeeping
- and Smart Tax Savings!
It's like having an accountant on retainer at a fraction of the cost.
MEMBER SERVICES
The Do-It-Yourself Solution to Healthy Finances, Easy Bookkeeping, and Smart Tax Savings
Everyone Needs Expert
Financial Education & Support...
But Not Everyone Can Afford the Cost
Wish you had easy access to an accountant to make sure you’re handling your finances correctly, but without the anxiety of ending up with a HUGE bill.
Are you a business owner who is an expert in the product or service that your business offers, but not so much in business finance?
We've got your back.
Imagine going from...
“I hope I’m doing this right” when it comes to bookkeeping, tax deductions, and using savvy tax strategies legally to pay minimal taxes….
- ...To working with our Finance Coaches and getting personalized support and answers to your questions
- To experiencing the joy and peace of mind of being organized and on top of your finances
- To knowing the health of your finances
- To being the person your friends come to for financial advice
Hi, I'm Randy.
I’m a CPA (Certified Public Accountant), Enrolled Agent, and the CEO of the accounting firm, Counting Pennies, LLC.
Over the last twenty years, I have been teaching financial responsibility. Whether it’s helping reduce tax liability by means of strategic tax planning, preparing individual and business tax returns, or providing businesses with virtual CFO services. I am committed to the financial success of our clients.
I created the Member Services program to help people get the financial education they desperately need to help their finances grow and thrive.
My goal is to provide the education and support you need with a Member Services membership to make sure you have the tools to reach your financial goals.
I can’t wait to see your results!
Here is what's included in Member Services:
Private Online Group
Join our private Facebook™ Group for members only to hear from our finance coaches and enjoy an occasional pop-in session with our CPA, Randy.
This is a great way to get your questions answered, share successes and challenges, learn from the experiences of others, discover new strategies, and get solutions to problems you've been facing.
Live Group Office Hours
Need to troubleshoot? Ready for your next step? Join our weekly Q&A calls for LIVE individual support.
Our virtual office is a place to ask our coaches the questions that are important to you to get questions answered, be able to move on to the next step, and have confidence that you're doing it right the first time.
Video Library
Topics include:
💠 Often underutilized tax deductions
💠 How to maximize the home office, vehicle, and mileage deductions
💠 Which business structure is right for your business
💠 Understanding financial reports
💠 Hiring family members tax strategies
💠 Wise healthcare tax strategies
💠 Retirement plans and self-directing your retirement funds
💠 Family trust and estate planning
💠 And more!
Plus: 1:1 Private Sessions
These 1-on-1 virtual appointments with a Finance Coach are packed with incredible value! Our team of amazing coaches are experienced financial professionals who are committed to helping you reach your goals the quickest way possible.
Our coaches breakdown complex financial processes like bookkeeping and tax strategies into simple, easy to follow steps so they are clear and uncomplicated to implement.
Monthly Webinars
Each month we have a live webinar to keep you on top of your finances. You get to attend for free as a member! (Non-members pay up to $97 per webinar!)
Topics range from tax planning to maximizing credit cards to travel for free. These webinars give practical tips and strategies to help you reach your financial goals and are presented in a fun and enjoyable way.
Member Services Is For Those Who Want To:
- Learn to maximize tax deductions and employ savvy tax strategies to lower tax liability
- Make sure that their bookkeeping is set up and working correctly
- Know the health of their finances and understand financial reports
- Work on a little each month to make real progress with manageable steps
- And MUCH more!
Member Services Offers:
- Education, training, and support from our team of experienced financial professionals.
- You'll get immediate access to accounting + tax + marketing coaches who are committed to your success.
Meet Our Amazing Team of Coaches:
Choose The Plan That's Right For You
The Learner
- Members Only Facebook™ Group
- Group Virtual Office Hour Q&A Calls
- Monthly Training Webinars
- Video Library
- Unlimited Email Communication
- IRS Transcript Monitoring
- 1 Annual Private 1:1 Session with Finance Coach*
$52 Per Month
(A Value Of: $935)
The Mover
**Most Popular**
- Members Only Facebook™ Group
- Group Virtual Office Hour Q&A Calls
- Monthly Training Webinars
- Video Library
- Unlimited Email Communication
- IRS Transcript Monitoring
- 4 Quarterly, Private 1:1 Session with Finance Coach (Every 3 Months)*
- PLUS, Free Personal Tax Return Preparation!**
$127 Per Month
(A Value Of: $1,685)
$127 Per Month
The Shaker
- Members Only Facebook™ Group
- Group Virtual Office Hour Q&A Calls
- Monthly Training Webinars
- Video Library
- Unlimited Email Communication
- IRS Transcript Monitoring
- 1 Monthly, Private 1:1 Session with Finance Coach (Every 3 Months)*
- PLUS, Free Personal Tax Return Preparation!**
$177 Per Month
(A Value Of: $2,185)
*Annual 1:1 coaching session with the Learner plan is available after four months of membership. *Quarterly 1:1 coaching session with the Mover plan is available immediately. *Monthly 1:1 coaching session with the Shaker plan is available immediately.
**Free personal tax return preparation included after four months of membership in either the Mover or the Shaker plans.
Special Black Friday Pricing Ends In:
Frequently Asked Questions
Member Services is a monthly subscription membership. You will be charged each month.
You can cancel at any time.
Yes, our NO contract, month-to-month membership makes it easy to cancel or pause anytime. Simply email our customer support at Fallon@cpennies.com and we’ll take care of you! No problem.
Simply email our customer support at Fallon@cpennies.com and we will cancel or pause your membership according to your request. No questions asked.
If you decide that you would like to upgrade your plan, email Fallon@cpennies.com and she will get you set-up.
No, we do not offer refunds at this time. We wanted to make this program as accessible as possible to small business owners, and to do so, we have kept the prices very reasonable. You can, however, cancel your membership at any time.
If you are unhappy with your membership for any reason, please contact Fallon at fallon@cpennies.com and she will assist you.
This membership program helps you by breaking down complex finance and tax strategies step by step, so it may take some time to complete depending on your circumstance and time available to make progress.
We recommend that you stay in the program until you have completed the steps you need to take to get your finances organized, tax strategies in place, and feel the peace of mind that comes from knowing you have it right.
Some of our members will want to stay on the Mover and the Shaker plans year-around to enjoy the benefits of a FREE personal tax return every year!
This program is for EVERYONE, including small business owners, who need a little extra education from experts in finances to make sure they are growing and thriving financially. It’s the do-it-yourself solution that saves you the cost of hiring a CPA to do it for you. Plus, our experts are there so you can ask questions and make sure you are doing it right.
If you need a little training and education in topics like: bookkeeping, tax deductions, tax strategies to pay less in taxes, business structures and more, and you want to save the high cost of hiring a CPA, this membership is for you.
