The Service-Based Business Financial Reset™
You're great at what you do. Let's make your numbers just as strong — organized books, fewer tax surprises, and more of what you earn staying in your pocket.
Booked and busy — but unsure where the money went.
Service businesses move fast. Payments come in through apps, cash and cards, expenses pile up, and tax season shows up with a bill you didn't see coming. The Reset fixes that.
Start where you are. Grow from there.
Every engagement starts with a conversation. Your exact investment is confirmed once we understand your business.
Financial Checkup
A one-on-one look at where your business stands today.
- ✓ Review of income, expenses and records
- ✓ Missed-deduction check
- ✓ Tax exposure snapshot
- ✓ Clear action list
Customized Financial Reset
We clean it up and set you up to stay organized.
- ✓ Everything in the Checkup
- ✓ Books organized and categorized
- ✓ Profit & loss statement
- ✓ Quarterly estimate plan
- ✓ Simple system to stay on track
Essential Advisory
Ongoing structure and proactive tax guidance. $497 setup · 3-month minimum.
- ✓ 30-minute monthly advisory session
- ✓ Quarterly financial review & tax planning
- ✓ Estimated tax guidance
- ✓ Annual tax projection & entity review
- ✓ Year-end tax strategy meeting
Three steps to clear numbers.
Book your Checkup
Virtual or in our Spartanburg office. Bring your bank statements and any tax notices.
Get your plan
You'll see exactly where you stand and which level of support fits your business.
Run your business with confidence
Organized books, a plan for taxes, and an advisor in your corner all year.
With 18+ years in tax and a special heart for service-based owners, India built the Reset so you can stop guessing and start growing.
Meet India →Ready to reset your numbers?
Start with a $297 Financial Checkup and leave with a clear plan.