Plant the Seeds of Success
OUR SERVICES
You Hate the Financial Side of Business? We Love it!
Imagine if you could…
✔ Have the freedom to get back what you do best.
✔ Feel confident your taxes have been filed for maximum deductions.
✔Feel excited when someone asks you about your 5-year plan. Because you not only have one, you know you’re going to reach it!
We understand that you’ve been acting as every C-level executive in your company for such a long time that it might be hard to imagine NOT doing it all. But trust us; bringing Bloom on as your CFO will free up so much time and brain power. Payroll, quarterly taxes, deductions – all the things that send most business owners into nervous sweats – are our favorite!
Let’s Talk Business!
Classic Tax Prep
Do you already have your life together, but want to make sure you maximize your deductions? Our dedicated team customizes tax solutions to meet your specific needs and goals.
BONUS: You have a client portal available to you 365 days of the year!
Starting at $250
Schedule Your Free Consultation
The Bloom Bundle
Streamline your business finances by bringing Bloom on as a regular member of your team.
✔ One-time diagnostics for your records
✔ Set up and integration (if needed)
✔ Categorization of All Transactions in QuickBooks
✔ Monthly Account Reconciliations
✔ Monthly Financial Reports and Customized Reports for analysis
✔ Sales Tax Set Up & Management
✔ Collaboration with Your Tax Professional
✔ Annual 1099-NEC Filings
✔ Unlimited Email/Text Support
✔ Monthly or Quarterly Check-in Calls
✔ AND MORE! We’re happy to customize to your needs.
BONUS: You have a client portal available to you 365 days of the year!
Starting at $500/month
WORK WITH US
DIY Bookkeeping
School is in session. Meet one-on-one with a financial guru to create a personalized plan for your fiscal future.. Whether you’re new or want to reevaluate your strategies, you will leave this collaboration educated and empowered to make the best decisions for your business.
✔ One hour-long training
✔ QuickBook Set up & integration
✔ Set up automated bank rules for easy reconciliation
✔ Create data feeds for all of your existing bank and credit accounts
✔ One week of continued support
One time investment starting at $500
I need help right now
You’re juggling a LOT and your books aren’t up to date. That is totally normal and happens to the best of us. Let Bloom do a deep clean of your accounts to set you back on track. We’ve been doing this for a long time, so no matter your situation, don’t worry. We’ve seen worse.
✔ Deep dive diagnostic into all financial reporting
✔ Full report on problem areas
✔ Suggestions on solutions and how to avoid similar issues in the future
✔ Help reaching that looming April 15th deadline
Custom clean up
WORK WITH US
PLEASE HELP ME!
Her work ethic and professionalism goes a long way
Shena is an amazing person. Her work ethic, professionalism goes a long way. You don’t find too many people you come across that take her work seriously to help others. I like the fact I can reach out to her at any time for helpful tips, and conversations when I need feedback in my business.
- Yesha Ortiz
Yessenia Mejia Psychological Services, PLLC
I appreciate her value and commitment to helping and educating women of color with small businesses
My initial consultation meeting allowed me to get to know Shena, her work, and personality which is important to me. I appreciate her value and commitment to helping and educating women of color with small businesses. She is prompt with her responses, easy to get in touch with, personable, has a warm and friendly style.
Let's be
friends