Posts

Tax-centric Financial Advice

It’s that time of year again, a time to reflect on all the things you are most grateful for. Similar to raising a child, starting and maintaining a successful business can’t be done unless you enlist the help of an entire village. By implementing some of Financial Gravity’s tax-centric financial advice, small and medium-sized business owners (like you) will receive two things you can be grateful for, for years to come,  1/ time to think about big-picture issues, and 2/ money to invest back into your business.

Below are three clients who are thankful for Financial Gravity’s tax-centric financial advice:

1/ Jeanne Johnston and Bobbie Parker, co-owners of Johnston, Parker & Associates (JPA), are thankful for their retirement plans.

Thanks to Financial Gravity, both Jeanne Johnston and Bobbie Parker, co-owners of JPA associates, now have retirement plans that make sense. In addition to retirement plans, JPA also decided to implement Financial Gravity’s Tax Operating System®, bookkeeping, and payroll services. Outsourcing those functions cleared up their schedules, allowing them more time to “develop their people.”

2/ Dr. Ron Perkins, owner of Perkins Orthodontics, is thankful for real investment diversity without commissions.

Though Dr. Perkins first came to us for investments, he quickly jumped at the chance to save money on taxes with our various tax planning services. Unlike other advisors who are product, commission, or transaction driven, all of our financial advice is tax-centric, meaning we let the tax code call the shots. 

3/ Kim Holmes, owner of Holmes Service Company, LLC, is thankful for lower taxes.

Kim Holmes was experiencing excellent success and increased revenue as a small business owner. Unfortunately, that also meant she was experiencing an increased tax liability. By implementing our tax and financial planning services, we prevented Holmes from paying $12,000 too much in taxes.

Receiving good financial advice can be hard to come by when you consider all that is currently wrong with the financial system. Your CPA isn’t trained to help you save money on your taxes, and your financial advisor is more concerned with selling you a product or making a commission than giving you advice that positions your company for success. At Financial Gravity, we are thankful for the Tax Code. It’s over 70,000 pages of “green lights,” or legal, moral, and ethical ways to lower your personal income taxes. If understood and implemented correctly, the Tax Code will save you thousands of dollars in taxes a year.

Having doubts if Financial Gravity can help you? Read these case studies, featuring real customer experiences.

Photo by Chris Lawton on Unsplash

Financial Gravity exists in order to save entrepreneurs and small business owners (like YOU) from paying too much in taxes. So, what will you do with all that extra money in your pocket? Whatever you want! The possibilities are endless (although, as shiny as it seems, we don’t recommend buying that diamond encrusted fidget spinner for your child on eBay.) Instead, there are plenty of other ways you can invest that extra money back into your business or into your local economy. By implementing our  Tax Blueprint  you can:

1. Finally open your own brick and mortar restaurant, in lieu of slinging pork belly from the back of your food truck. Livin‘ the dream, folks!

2. Hire a few more managerial positions to assume some of your responsibilities, thus giving you more time to, oh I don’t know, BREATHE? Maui, here you come!

3. Outsource your bookkeeping to us. Bookkeeping with Purpose® manages your books and payroll while giving you the confidence that everything is being managed appropriately to reduce your tax burden. Goodbye Quickbooks-induced migraines!

With all that extra time and money, you’ll finally be able to the things you actually love; like attending your daughter’s softball games, taking spontaneous road trips, or focusing on your business’ bigger picture. If you still aren’t sure if Financial Gravity is right for you, head over here to read about the success our customers have experienced after implementing our tax saving strategies. Our case studies explain how five hardworking small business owners 1. stopped overpaying on their taxes, 2. kept more of their hard-earned money 3. implemented tax saving strategies that positioned their business for future growth and 4. invested that money back into their company, further paving their road to success.  We don’t just save small business owners money on their taxes one time, we implement (legal, moral and ethical) tools and strategies that prevent them from EVER having to shell out too much again.

Photo by Jan Böttinger on Unsplash