First, we analyze your existing situation; then we we design a plan customized to your unique personal style. Then we hold your hand through the processes of business & system development and implementation. We demystify the business of being in business by using proven tools in the areas of business strategy, marketing, client enrollment (sales), financials, and tax rescue programs. We guide you through the creation of systems and structures that expand your vision and scope to elevate your business to a new level of efficiency and profitability.

By identifying the areas that can make the most significant difference, you can sidestep the financial, logistic, and even legal ramifications that inevitably will plague you and keep you stuck. With our expert mentoring, you can attain your goals faster with less frustration, saving time, eliminating costly mistakes, likely decreasing your tax liability in the process, while netting you considerably more money on your bottom line.

Hands-on is literally doing the physical work, while we mentor you on these efforts, we are not performing the actual tasks themselves. Handholding is step-by-step guidance, direction, and coaching, even spelling out the details, if necessary, until that light bulb goes on and you get it. Maybe you are familiar with the proverb, “Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.” Business Untangled’s goal is to teach you to fish so that you not only realize more money in the first year you implement our work together, but your net profit will continue to grow, snowballing year after year.

We have a successful track record of inspiring prospective entrepreneurs with a vision of what business might be the best fit for their talent, personality, and lifestyle circumstances. There is absolutely no rule that you cannot enjoy what you do for a living!

Definitely, at Business Untangled, we are experts in teaching you how to be legally compliant while you properly implement this new entity into your life. If you have not yet incorporated, definitely talk with us first; it could save you from making a very expensive mistake!

Absolutely. Implementing the direction you receive from Business Untangled, you will be able to create your Profit & Loss Statements, Balance Sheet, and many other Financial Statements in 60 seconds. You will be able to use these reports to make better business decisions and better accounting to pay the least amount of tax. Your books will be in the proper shape on a moment’s notice when needed for loans, tax reporting, and other purposes. You will find that it is seriously stress-reducing and just plain business-savvy and smart!

Yes. Following the concepts and recordkeeping recommendations of Business Untangled, your records are always ready in the event you are selected for an audit. This is terrific peace of mind as no one is exempt from an audit. When your records are already prepared, your frustration is minimized. Your records are already in shape for your defense, and you can simply hand them to your tax professional and go on about the business of making money without the major headaches traditionally caused by an audit.

No, Business Untangled does not do tax preparation work. You may go to any professional you choose, or we can provide you with a referral. We have referral sources for you that are qualified, share the same mindset as Business Untangled, and may be a good fit to provide you with this type of service.

We highly recommend that you retain a qualified professional to keep you up to date on the frequently changing tax laws, prepare your annual return, and consult with you regularly. The IRS has strict diligence requirements for tax professionals; therefore, a tax return prepared and signed by a CPA (Certified Public Accountant) or EA (Enrolled Agent) generally has less chance of being audited. Be aware that not all tax professionals are created equal. Not all tax professionals are well-versed in the advanced strategies we use; if your tax professional questions it or says it is not legal, please have them contact us, and we will clarify the strategy for them. If you would desire, we can refer you to a CPA or EA who works within the same tax deduction mindset that we teach.

Yes. In some cases, it may be in the best interest of all parties involved to conclude the agreement, particularly when a client’s circumstances no longer align with our objectives. Effective support requires integrity and a commitment to self-improvement, which can be challenging if a client consistently misses appointments, fails to complete assignments on time, needs excessive oversight, or has outstanding payments.

No problem, all our services can be conducted virtually. Today’s technologies combine to make it most beneficial, productive, and time-efficient for anyone, anywhere to use our services. Even special issues can be favorably handled by phone, remote computer sharing, video conferencing, fax, or email.