Are you an expert in the product or service that your business offers, but not so much in business finance?
“I hope I’m doing this right” when it comes to business bookkeeping, tax deductions, and using savvy tax strategies legally to pay minimal taxes….
I’m a CPA (Certified Public Accountant), IRS Enrolled Agent, and the owner 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, providing businesses with virtual CFO services, or sharing opportunities for maximizing income and lowering expenses through one of our education platforms, I am committed to the success of entrepreneurs.
I created the Member Services program to help small business owners get the financial education they desperately need to help their businesses grow and thrive.
I’ve seen too many business owners with truly amazing businesses struggle to succeed because of not having sufficient financial education in bookkeeping, financial reports, tax strategies, and more.
My goal is to provide the education and support you need with a Member Services membership to make sure you have the tools to succeed in business and reach your financial goals.
I can’t wait to see your results!
💠 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!
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.
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.
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.
$47 Per Month
(A Value Of: $470)
$127 Per Month
$127 Per Month
(A Value Of: $1,270)
$177 Per Month
(A Value Of: $1,770)
Member Services is a monthly subscription membership. You will be charged each month.
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 to add a 1:1 private session with a finance coach, 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 firstname.lastname@example.org and she will assist you.
This membership program helps you by breaking down complex business 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 business finances organized, tax strategies in place, and feel the peace of mind that comes from having it all organized.
This program is for small business owners who need a little extra education from experts in business finances to make sure their business grows and thrives 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.