Base Level Advisory 

 August 11, 2023

By  Joshua Jordan

The Essential Tax advice bundle for Your Small Business

As a small business owner, do you ever find yourself wishing that there was a way you could learn all the basics you need to know about taxes and accounting to keep the IRS off your back, be able to pay this year’s taxes with this year’s revenue, and set things up in a way that directs more cash towards your most important goals?

I know firsthand that starting and running a business is not easy. There are so many things to consider, like how to structure your business, how to manage cash flow, how to plan for retirement, and of course, how to manage your taxes so you can keep making progress towards your goals.

That’s why I offer the Base Level Advisory service, a super-bundle of at least five advisory services (customized for your situation and goals) that cover the most important aspects of tax and accounting for small businesses. 

These are:

  • Entity Structure Planning: How to choose the best legal structure for your business; Sole Proprietorship, LLC, S Corp, or something else
  • Income Strategies for your LLC or S Corp: How different types of income are taxed differently, and how to optimize your income streams to redirect cash from taxes, towards your goals
  • Cash Flow Planning for Your LLC or S Corp: How to manage your cash flow effectively, and how to plan for expenses, taxes, savings, and investments
  • Business Operations and Documentation: Avoid penalties by beefing up your “audit armor”
  • Fringe Benefit Planning: Save money, attract & retain talent, boost morale with tax-advantaged benefits

These services are delivered in a focused series of 4-5 coaching sessions that are typically completed in 2 hour blocks over the course of 2 to 4 weeks.

During these sessions, I work with you one-on-one to assess your current situation, identify your goals, and create a customized plan for your business.

You will also get access to worksheets, checklists, templates, and other resources that will help you implement the plan easily (or at least faster and easier than if you had to figure out how to create everything yourself).

By the end of the program, you will have a clear understanding of how to run your business in a tax-smart way. You will also have more confidence, peace of mind, and time to focus on what you do best: serving your customers and growing your business.

Why You Need the Base Level Advisory Service

The “default” tax settings that the IRS puts in place for you if you don’t do any planning ahead of time can suck so much cash out of your bank account every April that you’re left wondering why you’re working so hard all year.

And the hoops that the IRS makes you jump through to reduce your tax bill are numerous, and intricately complicated in ways that trip up so many small business owners, evaporating the tax savings they were counting on, and even making them “low hanging fruit” for an audit.

There’s too much information floating around, and so much of it is wrong or misleading or just won’t get you to where you want to be. It could take years of research to figure out what’s right, what’s wrong, and what you should do.

But if you’re running a small business, you probably don’t have years to figure it all out. You need to know what you should be doing now, and how it will help you move towards your goals.

I want to help you understand the basics of tax and accounting for your small business. I want to cut through the clutter and help you focus on what you need to do to move forward. 

I want you to avoid painful mistakes and take advantage of opportunities when they arise. I want you to be an unappealing target for audits because you’re doing what the law requires you to do. 

I want your business to improve your life, and the lives of your family, and your customers, and your community around you. And I want to help you unlock some resources to do all that by getting a good tax plan in place.

How Much Does the Base Level Advisory Service Cost?

It is an investment, but my (admittedly biased) opinion is that it will pay off handsomely. If I don’t think so, I won’t sell it to you.

You don’t have to spend 100k and years of your life getting a business degree or MBA, or waste a bunch of money on courses or books that may not be relevant or up-to-date.

You don’t have to ruin your precious weekends by reading IRS publications, searching for answers online, or trying to figure things out on your own. And you don’t have to hire a CFO or consultant who may not understand your specific needs or goals.

With Base Level Advisory, you get personalized guidance and practical advice that is tailored to your situation. And you get results that will make a difference in where all the money that flows through your business ultimately ends up.

Think about it:

How much money could you save on taxes if you knew how to structure your business properly?

How much time could you save on accounting if you had a better system (or any system) in place?

How much stress could you avoid if you were prepared for your tax situation each year?

My guess?

A lot.

If you’re okay with the idea of paying for things that can pay for themselves (in the form of tax savings), or if you just want to know “just enough” about the intersection of business and taxes to make significantly better financial decisions than the average small business owner, then this could be for you.

The exact price of the Base Level Advisory service depends on your specific circumstances, but I can put together a custom proposal for you if you’re interested. 

How to Get Started with the Base Level Advisory Service

Click here to learn more about who we work with, and our unique approach to managing taxes, then reach out if you want to talk.

Joshua Jordan

Hey! I'm Joshua and I'm on a mission to help 100 entrepreneurs save at least 10k on their taxes every year.

I am not the author of any bestselling books (yet), and it would be silly to follow me on social media because I'M A TAX ACCOUNTANT, not a professionally-good-looking entertainer/influencer.

Your Signature

related posts:

Extension FAQs 2024

What Happens If I Miss the Extension Deadline for My Partnership Tax Return?

How I’m Using My Health Savings Account

Wondering how we're different 

than traditional tax firms?