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.

tax preparers + bookkeepers

Bree Beers
& Associates
Contact: Bree Beers, Owner

Offerings: Full charge bookkeeping, accounting and financial reporting for small businesses and startups.

Best for: Solopreneurs, landscapers, general contractors, restaurants, consulting firms, tech startups, and more!

Why they are awesome: Their first priority is gaining their clients’ trust and letting them know they are there for them at all times!

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

website
website
CubePros
Contact: Diana Gleason
MH Business Solutions
Contact: Megan Hernandez

Offerings: Bookkeeping, Accounting, Tax & Consulting Services

Best for: Small-to-mid-size business owners looking for a one-stop shop that provides both bookkeeping, tax prep, and tax planning

Why they are awesome: Meagan is relatable and really wants to make sure her clients feel comfortable and confident in understanding their numbers.

Contact Them at meagan@mhbusinesssolutions.org
for a FREE consult call with Meagan and let her know I sent you!

website

Offerings: Tax preparation and planning 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!

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

small business lawyers

Offerings: All things legal for your small business! Memberships, new business formations, trademarks, and custom legal representation.

Best for: Small business owners and entrepreneurs forming new startups that need legal assistance to keep their legal house in order.

Why they are awesome: Legal in a Box believes that every business, regardless of size, should be able to say “let me speak to my attorney”. They are affordable, reliable, and transparent!

Contact Them HERE and be sure to let them know I sent you!

Legal In a Box
Contact: Amy Toepper
Your Entrepreneur School
Contact: Andrea Vetter

Offerings: Legal templates at your fingertips and business formation services (LLC, etc), business legal audits

Best for: Online service providers looking for access to legal contracts/templates without the high price tag of hourly legal services.

Why they are awesome: Andrea provides excellent service to clients and provides the information you need in an easy-to-understand way.

Check out all of the templates available HERE! Templates include coach-client agreements, Privacy Policy templates, LLC Operating agreements, Terms of Use templates, and Website Disclaimers!

Website
Website

personal finance coaches + planners

Greatest Worth
Green Bites Project
Contact: Nicole Rule
Contact: Darcie Milfield
Website
Website

Offerings: Money coach offering 1:1 services as well as courses on personal money management for the family

Best for: Those striving to have better money habits and a better life.

Why they are awesome: Not only does Greatest Worth give you the strategies and tools to help you get a handle on your finances and pay off debt, they also focus on money mindset and motivation which are critical to making change!

Contact Them HERE and let them know I sent you!


Offerings: 1:1 personal financial coaching as well as a course on transforming personal finances

Best for: Women who want to improve their personal finances and are ready to invest in making that a reality in their lives.

Why they are awesome: Green Bites has a solid understanding of the banking industry and investing and can work with clients on a comprenehsive plan for their financial freedom.

Contact Them HERE and let them know I sent you!

other awesome people

E-Number Cruncher
Intentional Insights
Contact: Courtney Boudet
Contact: Kellie Vincent, CPA
Website
Website

Offerings: Quickbooks Online Set Up Course, DIY Bookkeeping Membership, Quarterly bookkeeing check-ins

Best for: Those wanting to DIY their own bookkeeing 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 bookkeeing in a simple efficient way until you can hire someone else!

Contact Courtney via email at courtney@enumbercruncher.com and make sure to tell her I sent you!

Offerings: CFO Consulting – assisting small business owners to control their profit and future by providing insights about the their business finances. 

Best for: Single-owner businesses looking for 1:1 CFO services.

Why they are awesome: Working with Kellie is more than a business relationship, she believes in really connecting with her clients an going on the journey with them. She tailors services to the specific client vs. a one-size-fits all program.

Contact Kellie via email at kv@kvcpa.com. Be sure to let her know I sent you!

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