financial literacy coach & Profit Strategist

Jamie Trull

jamie's Preferred Vendor list

Looking for a service provider you can trust? Look no further – we’ve vetted them FOR you.

Bonus: It’s an all-female list of all-stars! All are able to work remotely with clients anywhere in the U.S.

While this is a paid sponsorship program we take quality seriously and only recommend those we would personally work with and recommend to our community.

tax + bookkeeping + consulting

Offerings: Cloud-Powered Bookkeeping, Accounting, and Data Visualization

Best for: Service-Based Businesses

Why they are awesome: make your business more efficient by automating time-saving tasks. Our team creates a seamless workflow tailored to your unique business needs and transitions your business to QuickBooks Online and relevant cloud-based apps.

Contact Them HERE And Be Sure To Let Them Know I Sent You!

Offerings: Tax Preparation

Best for: real estate investors, realtors, Online Services Providers, contractors and small hotels.

Why they are awesome: Sheena specializes in breaking down the complex rules to maximize your tax savings.

Contact Them HERE And Be Sure To Let Them Know I Sent You!

Offerings: Full Service Tax Preparation, Tax Strategy, and Accounting

Best for: Small Business and individual tax preparation focusing on tax planning strategies.

Why they are awesome: They offer an approach which is about YOU… not the forms and documents that need to be filed by certain dates.

Contact Them HERE And Be Sure To Let Them Know I Sent You!

Offerings: Full Charge Bookkeeping, QuickBooks Support, Payroll, Sales Tax Administration and Financial Reporting and Analysis for Small Businesses and Startups
Best for: Retail, Restaurants, Ecommerce, Salons, Contractors, Consultants, Tech Startups and Solopreneurs.

Why they are awesome: Briana and her team of rockstar bookkeepers are passionate for the success of their clients and provide them with all of the tools and analytics to help them better understand the financial health of their businesses. They are a team of Certified Advanced QuickBooks ProAdvisors and Enrolled Agents and up to date on all of the latest and greatest accounting technology.

Contact Them HERE to get a free review of your books and a one hour consult call for being a Balance CFO referral!

Offerings: Bookkeeping, QuickBooks Training & Advisory Service

Best for: Solopreneurs and Small Business Owners looking for either QuickBooks Online or QuickBooks Desktop help.

Why they are awesome: April helps to keep your financial records organized, reconciled and gets you back to focusing on building your business. Services range from training and support for the DIY'er to full charge bookkeeping and more.

schedule your free 20 minute consult HERE and Be sure to let them know I sent you!

Offerings: PPP Consultations, Tax Planning, and Tax preparation for individuals & small businesses

Best for: Self-employed service industry professionals or real estate investors (sole props, LLCs, S Corps)

Why they are awesome: They offer EXEMPLARY customer service! They have a 24-hour returned call/email policy and promise a charismatic smiling face to answer every call!

Bree is no longer accepting New clients for the 2021 tax season. but you can learn more about her here.

Offerings: Tax Preparation and Virtual CFO

Best for: One-stop shop for small businesses. We offer accounting and tax preparation that ranges from DIY support to done-for you services.

Why they are awesome: They specialize in helping service based entrepreneurs gain clarity in their finances so they can hit their goals and chase after their dreams unapologetically.

Contact Them HERE and be sure to let them know I sent YOU! Space is limited so act fast if you need help this tax season.

Offerings: Tax Preparation and Tax Resolution

Best for: Small business owners looking for Accounting, Tax, Independent QuickBooks Consulting, and QuickBooks Training services

Why they are awesome: You get the guidance you need based on sound financial principles from a CPA’s point of view at NKC Accounting. We have experience in a wide range of business types, including yours. We can help you anticipate your challenges.

Contact Them HERE And Be Sure To Let Them Know I Sent You!

Offerings: Profit Advisory, Bookkeeping & Payroll

Best for: service-based Small Businesses Or construction businesses and are a sole prop, lLC with few employees, 2 or less owners and under the $5million mark.

Why they are awesome: They offer profit advisory and financial solutions to make small businesses permanently profitable!

Schedule Free Consult with them HERE and let them know I sent you!

Offerings: PPP Consultants and Virtual CFO

Best for: Small business owners looking for Answers to their PPP questions or to better understand their Business Financials.

Why they are awesome: They offer quality financial support and guidance to small business owners seeking fulfillment of their personal and professional goals.

Contact Them HERE And Be Sure To Let Them Know I Sent You!

Offerings: Small Business Financial Consulting

Best for: Small Businesses who want to Optimize their earnings, achieve growth and profitability.

Why they are awesome: They help empower Small business owners to achieve and improve profitability through P&L management, forecasting, budgeting, strategic pricing and cash flow analysis.

Contact Them HERE And Let Them Know I Sent You!

Offerings: DIY QuickBooks Support

Best for: Those wanting to DIY with their own Bookkeeping in QuickBooks but want some extra guidance to make sure they are doing it correctly.

Why they are awesome: Students enter a "shame free zone" when it comes to financials. Courtney teaches you how to do your own bookkeeping in a simple efficient way until you can hire someone else!

Contact Them HERE And Let Them Know I Sent You!

Offerings: Employee Retention Tax Credit for Small Businesses (up to 100 employees)

Best for: Stone & Company, CPAs is focused on helping clients navigate the end-to-end Employee Retention Tax
Credit (“ERTC”) process (including the interplay between ERTC and PPP) and making sure you are doing it correctly.

Why they are awesome:
they offer one-to-one, personalized service that is focused on helping YOU as the small business owner
understand and maximize your Employee Retention Tax Credit! They help you understand the complex ERTC guidance in a clear and simple way, and will assist with as much or as little of the process as you need

Contact Them HERE And Let Them Know I Sent You!

financial planners

Offerings: Financial Education, Retirement Planning, and Insurance Options

Best for: Individuals And Business Owners Looking For An Education-First Approach To Managing Their Finances

Why they are awesome:
Mernie Is An Experienced Financial Educator Who Works With Clients Of All Ages To Help Them Make Better And More Informed Decisions About Their Finances

Schedule Your free consult HERE!

Offerings: Personal Financial And Retirement Planning Packages

Best for: Those evaluating current savings/investment habits and are looking to improve the probability of making their Financial and lifestyle goals a reality.

Why they are awesome:
Laurie uses her 30+ years of planning and investment management experience to enrich the lives of her clients using an easy-to-understand goal-based approach for saving, investing and retirement planning.

Contact Them HERE and let them know I sent you!

Offerings: Financial Planning, Retirement and Insurance

Best for: Business owners who want to leverage their businesses to fund personal goals and need help with setting up and managing retirement plans for them and their employees.

Why they are awesome:
They offer creative, strategic ideas for business owners to create comprehensive and customized financial plans.

Contact Them HERE and let them know I sent you!

we monitor feedback, both positive and negative about our preferred vendors. your experience matters to us, send us feedback here.

*Disclaimer we do not guarantee any services nor are we responsible for disputes or outcome of services with our preferred vendor list.

want to join our preferred vendor list? get on the waitlist here and you will be contacted when spots become available.

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