Smart Money specialize in supporting blue-collar businesses, helping owners navigate finances, reduce stress, and achieve long-term stability. From contractors and trades to service-based companies, my focus is on delivering clear, practical guidance that empowers hardworking entrepreneurs to grow sustainably while keeping their financial foundations strong and their operations running smoothly. 

Small Blue Collar Success Bundle

What’s Included:

• Business & Planning – Maximize deductions and reduce liabilities.

• Bookkeeping & Financial Reporting – Monthly reports tailored for your company.

• Payroll & HR Support – Payroll, W-2s, employee onboarding, and compliance.

• Personal Tax Returns – Owner and employees included.

• Company Growth Coaching – Cash flow planning and financial decision support.

Smart Money focuses on supporting startup ventures by providing guidance, resources, and strategies to help new entrepreneurs succeed. We assist with business planning, branding, and growth development while fostering innovation and sustainability. Our mission is to empower startups to build strong foundations and achieve long-term success in competitive markets.

Startup Success Bundle

What’s Included:

• Entity Setup & Structure Guidance – LLC, S-Corp, or sole prop done right.

• Tax ID & Compliance Filing – Get registered and compliant from day one.

• Bookkeeping Training– QuickBooks or Xero setup up and hands-on training so you know how to use it. 

• Tax Preparation & Planning – Keep more of what you earn, legally.

• Payroll Setup – Pay yourself a reasonable wage and prep to hire your first employees.

• Business Coaching & Planning – Budgeting, cash flow planning, and financial roadmaps.

• Personal Tax Return – Covering the owner, since personal and business often overlap.

At Smart Money we specialize in helping dental and medical practices manage everything in one place—taxes, payroll, bookkeeping, and financial planning. From the practice owner to every employee, we provide complete support so you can focus on patient care while we handle the financial details with accuracy and expertise.  

Dental Practice Success Bundle

What’s Included:

• Practice Tax Preparation & Planning – Maximize deductions and reduce liabilities.

• Bookkeeping & Financial Reporting – Monthly reports tailored for dental offices.

• Payroll & HR Support – Payroll, W-2s, employee onboarding, and compliance.

• Personal Tax Returns – Owner and employees included.

• Retirement & Benefits Guidance – 401(k), profit sharing, and tax-efficient benefits. 

• Practice Growth Coaching – Cash flow planning and financial decision support.

Smart Money focus on personal finance by helping individuals build healthy money habits, manage debt, grow savings, and invest wisely. our approach emphasizes financial literacy, practical strategies, and long-term planning to achieve stability and independence. We aim to empower people to take control of their finances and reach their goals. 

Personal Finance Bundle

What’s Included:

• Tax Preparation & Planning – Maximize refunds and minimize surprises.

• Mid-Year Tax Estimator – Check in mid-year to avoid surprises and plan ahead.

• Budget & Cash Flow Coaching – Create a plan that actually works.

• Debt & Credit Guidance – Strategies to pay down debt and build credit.

• Retirement & Investment Basics – Simple steps toward long-term security.

• Savings & Emergency Fund Planning – Build financial confidence and stability.

We offer part-time CFO and financial coaching services to help you make smarter business decisions. From budgeting and cash flow management to strategic planning, we provide expert guidance tailored to your goals. Our support gives you clarity, confidence, and the insights you need to grow your business profitably. 

We provide personalized money management support to help you take charge of your finances. From tracking expenses and paying off debt to setting savings goals, we guide you every step of the way. Our approach builds confidence, reduces stress, and helps you make smarter decisions with your hard-earned money. 

We provide reliable business tax filing services that keep you compliant and financially efficient. From accurate reporting to identifying deductions, we ensure your returns are prepared on time and in full compliance with tax laws. Our expertise helps minimize your tax burden so you can focus on growing your business.

We make individual tax filing simple, accurate, and stress-free. From organizing your documents to maximizing deductions and credits, we ensure your return is filed correctly and on time. Our personalized approach helps you keep more of your hard-earned money while staying fully compliant with IRS requirements.

We provide accurate, organized bookkeeping to keep your finances clear and up to date. From tracking income and expenses to reconciling accounts, we ensure your records are always ready for tax time and decision-making. Our reliable service saves you time, reduces errors, and supports smarter financial management. 

We handle payroll with accuracy and efficiency, ensuring your employees are paid correctly and on time. From calculating wages and deductions to filing payroll taxes, we manage the details so you can focus on your business. Our service keeps you compliant, organized, and free from payroll headaches.