Tax & Business Advisory
Services
Ready to work with us? Get started on our New Clients page.
Our skills. Your Accounting
Accounting on your terms for your business.
We’re laser-focused on your business’s accounting needs, but that’s only because Small business accounting needs go farther than recording bank account activity. Yet, that’s exactly what so many accounting professionals do for their clients. Here, we understand small business accounting goes beyond recording transactions and making sure they’re coded correctly. We’ve spent twenty years (!) working with small businesses and helping them design, update, utilize, and understand financial systems.
We’ve taken the time, education, and training and packaged it all into Advisory Services that make sure you’re in the driver’s seat, and not taking a back seat to the numbers that make up your business. Whether you’re looking for a bit of education, hybrid services, or the works, we have solutions for you. And, if you’re not quite seeing what you’re looking for, you can always send us and email with your questions so we can create the package that works for you.
Our skills. Your Accounting
Accounting on your terms for your business.
We’re laser-focused on your business’s accounting needs, but that’s only because Small business accounting needs go farther than recording bank account activity. Yet, that’s exactly what so many accounting professionals do for their clients. Here, we understand small business accounting goes beyond recording transactions and making sure they’re coded correctly. We’ve spent twenty years (!) working with small businesses and helping them design, update, utilize, and understand financial systems.
We’ve taken the time, education, and training and packaged it all into Advisory Services that make sure you’re in the driver’s seat, and not taking a back seat to the numbers that make up your business. Whether you’re looking for a bit of education, hybrid services, or the works, we have solutions for you. And, if you’re not quite seeing what you’re looking for, you can always send us and email with your questions so we can create the package that works for you.
your business first
Why choose us
Your business comes first in everything we do. From software selection and support to training, guidance, and doing the day to day work for you, we focus on your business before anything else. Your accounting is your business’s story put into the language of numbers.
Language for you and your business
We leave the accounting jargon behind as much as possible and teach what you need to know.
Solutions customized to your business
Your business is unique. Your accounting systems should be, too.
Your Tax & Accounting Partner
This business thing is hard. Don’t do it alone.
your business, your accounting
Committed to Your Business
You started your business out of a passion for what you do. With it, came the burdens of a business: organization, record keeping, and activity tracking. Whether you’re just starting out or you’ve been around for a while now, our programs are designed for the creative entreprenuer’s needs.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Schedule Your Introductory Meeting
Before you get to our calendar, we have a survey for you to complete. You won't need any additional information or specifics. Just some questions about you.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Schedule Your Introductory Meeting
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.