jamie's Preferred Vendor list

Looking for a service provider you can trust? Look no further – we’ve vetted them FOR you to ensure top-notch professionals you can rely on.

Discover a handpicked selection of trusted service providers on Jamie Trull's preferred vendor list. 

What's even better? It’s an all-female list of all-stars! All are able to work remotely with clients anywhere in the U.S.

Rest assured that although this is a paid sponsorship program, we prioritize quality and only recommend providers we would personally work with and endorse. Find your trusted partners today!

tax + bookkeeping + consulting

Offerings: Bookkeeping and Strategic Financial Advisory Services

Best For: Small businesses who focus on providing Services, Consulting or are in the Contracting World who use or will use QBO for their bookkeeping.

Why They Are Awesome: Their vision is to help small business owners build a solid financial foundation. Everything they do is viewed through that lens to ensure your business is setup for success for years to come.

Schedule Free Consult With Them HERE And 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: Employee Retention Tax Credit For Small Businesses (Up To 100 Employees)

Best for: Helping you Navigate The End-To-End Employee Retention Tax
Credit (“ERTC”) Process (Including The Interplay Between ERTC And PPP).

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 their 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!

Offerings: 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: QuickBooks Online Catch Up or Clean Up Services, Desktop to Online Transition, On Demand Bookkeeping Time Blocks, QuickBooks Online Training and Support. 

Best for: The Entrepreneur who needs to get the QBO bookkeeping caught up or cleaned up, who doesn't want to hire a bookkeeper on a monthly subscription, or who is doing their own bookkeeping with Quickbooks online but doesn't have time to waste on generic "how to" videos. Courtney specializes in providing efficient and tailored QuickBooks Online Trainings & Support sessions to best utilize QBO for your specific business needs

Why they are awesome: Clients enter a "Shame Free Zone: when it comes to financials. Courtney works with BUSY entrepreneurs who are ready to DITCH THE DIY "style' of doing their own bookkeeping (and the frustration and endless google searches that come along with it). Her approach is to create the perfect customized bookkeeping method based on YOUR specific business practices that can be maintained efficiently no matter who is doing the bookkeeping in your business.

Contact Them HERE And Let Them Know I Sent You!

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! 

other financial pros

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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