ACCOUNTABLE
Tax Planning & Business Coaching

Our services

Providing a different perspective to help you formulate your goals, develop your strategy, and create your plan. You can achieve Amazing Things!

Wealth & Retirement Planning

$1500

We understand that many Americans are unaware of the tax advantages tied to retirement savings. That’s why we provide clear, actionable guidance on maximizing contributions to retirement accounts like 401(k)s, IRAs, SEP IRAs, and more—all while strategically reducing your tax burden. It's a smarter approach to retirement savings that focuses on educating individuals about the wide range of retirement accounts and strategies available, helping them make informed decisions to secure their financial future.

Productivity & Family

$2,150

Achieve balance between your growing business and the life you’ve built at home and take back control of your time to create harmony between your professional success and personal fulfillment. We’re here to help you build a business that works for you and your family. We focus on implementing efficient systems and strategies that reduce the stress of day-to-day operations, allowing you to be more productive without sacrificing precious family moments. By aligning your professional goals with personal priorities, we ensure you can grow your business while nurturing your relationships at home.

$1750

Your growth is the foundation for your business’s success. Invest in yourself and discover the tools to lead with purpose and live with balance. This service, designed to help you develop the mindset, skills, and habits needed to thrive as both a business owner and individual. Running a successful business starts with personal growth, and we’re here to guide you on that journey.

Through one-on-one coaching, we help you identify and overcome limiting beliefs, build confidence, and establish routines that foster both personal and professional success. Whether you’re striving for better time management, improved decision-making, or a stronger leadership presence, this service is tailored to help you grow into the best version of yourself.

Personal Growth

Accountable services

Providing a different perspective to help you formulate your goals, develop your strategy, and create your plan. You can achieve Amazing Things!

Tax Planning

$3250

Tax planning is one of our core services because we know taxes are often the biggest expense for small businesses. Very few entrepreneurs have the time or expertise to navigate them. We start with a comprehensive analysis, reviewing the last two years of your tax returns to uncover missed opportunities. From there, we work with you to understand your goals and develop a forward-looking plan to minimize your tax burden. Our approach is all about helping you keep more of your hard-earned money while staying compliant and prepared for the future.

Management Systems Analysis

$1950

We offer management systems analysis designed specifically for small business owners who excel at their craft but need support in running the business side of things. Many entrepreneurs start out great at what they do —whether it's a trade, service, or creative skill— but managing books, teams, and systems can be overwhelming. That’s where we step in. We help you assess the systems you have—or need—to build a strong, efficient business that supports your unique skills and goals. Our goal is to give you the tools and insights to not just survive, but thrive.

$3250

Once we've completed your initial consultations on business systems or tax strategy, we offer quarterly implementation consultations to keep things on track. These in-depth sessions are tailored to your needs and include detailed action plans, tracking instructions, system designs, and clear accountability expectations. Whether you’re refining your business systems, tax strategy, or both, these consultations are scheduled in advance and are crucial for ensuring steady progress, helping you stay focused on your goals, and making sure everything is running smoothly

Implementation Consultation

Our menu

Business Start-Up

Tax-advantaged strategies to save on taxes while you grow your business

$3500

Provide a short exploration of our menu wonders, spotlighting dishes that promise an unforgettable dining journey.

Tax Planning & Strategy

You pay too much in taxes unless you have a plan & know the strategies to pay less

$3250

Implementation Plan

Learning what you need to do is the first step. Then you have to implement the solution

$3250

Productivity & Family

$1150

Work Life Balance: Ways to achieve success and happiness

Business Analysis

A business can be built by being really good at your craft. Business management systems take you to the next level

$1950

$1750

Personal Growth

Planning and achieving your dreams with accountability

Business Services

Providing a different perspective to help you formulate your goals, develop your strategy, and create your plan. You can achieve Amazing Things!

Start Up Planning

$3500

Starting a new business is exciting, but it comes with a lot of moving pieces—staffing, marketing, branding, forming a business entity, and countless other decisions. For busy sole proprietors or small teams who are great at their craft but new to running a business, it can feel overwhelming. That’s where our Startup Business Coaching comes in. We guide you through the process, step by step, helping you prioritize tasks, make informed decisions, and stay on the right path to build a strong foundation for your new venture.

Goals & Strategies

$1350

Sometimes, business owners just need a fresh perspective—an unbiased set of eyes to help identify the next steps, explore options, or clarify goals. Our strategic coaching sessions are designed to do just that. These sessions provide a space to discuss your challenges, desires, and long-term vision, helping you gain clarity on how to move forward with confidence. Whether you're facing a tough decision or planning your next big move, we’re here to help guide the way.

$3250

Bookkeeping is the backbone of good business management. Every decision you make—big or small—affects your income and expenses, and having accurate, up-to-date books is essential for understanding those impacts. We review how your bookkeeping is currently being handled to ensure it’s done correctly and identify any changes that might be needed. With the right systems in place, you’ll have the clarity and confidence to make informed decisions and keep your business moving forward.

Business Systems & Tracking

Accountable transformed our business approach. Their insights and support were invaluable in streamlining our processes and enhancing our customer engagement.

JD Tags, Inc

★★★★★