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TAX STRATEGY AND
ADVISORY SERVICES
FOR COACHES AND AGENCIES

Taking your business to the
next level can be A STRUGGLE

That is why we specialize in providing accounting and advisory services to coaches and marketing agencies.

• How do I increase profits and cash flow?
• Am I missing out on write-offs and overpaying taxes?
• How do I keep track of all the online payments and invoices?
• What is holding my business back from growing?
• Is my business tax compliant and ready for a potential audit?
• Am I focused on the wrong numbers – revenue and not cash flow?

Our mission is to improve your financial processes and maximize your bottom line. We use our proven three part methodology to take your business to the next level.

Our Three Step Methodology

Our proven three-step methodology takes your coaching business or marketing agency to the next level.

Clean Up and Procedures

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your books and establish proper financial processes and procedures. We ensure you are getting the best data and financials possible.

Performance and Reports

Now that we have your foundations in place, we can provide you with timely comprehensive data and reports. We deliver up-to-date and comprehensive reports to you, giving you clarity on the performance of your business.

Advisory and Growth

It’s time to take your business to the next level! With your foundations and reporting now in place, we can advise you on what is needed to increase your company’s profits and performance. We give you specific action steps to stay on track and help your business grow.

Testimonials

With a six-figure income, I just assumed a large % would be taxed, and saved up a huge sum to cover my projected taxes. I knew after it was emptied, I didn't have a whole lot left over. Lidiya was insanely fast. I decided to work with her less than a week before deadline, and she and her team worked over the weekend to make sure we got the taxes filed. She also filed them in a very strategic way that I never thought of before 100% legally. Lidiya made it possible for me to pay myself a large distribution because I had so much left over in my tax fund. It was great timing since my family and I were moving to a new home. I cannot recommend Lidiya enough!
Joe Petruzzi
Founder of
OrganicOutreach.io
Lidiya Louk does our accounting and is amazing at tax strategy. If you are looking for more than an accountant reach out to her. She is full service with financial coaching. If you are in need of a rockstar accountant, Lidiya Louk is your person.
Jason Roberts
Owner of Virtual PA
If you need a bookkeeper/accountant/CFO specializing in marketing agencies, I recommend Lidiya Louk. She's been extremely helpful to me and provides great service at a great price.
Andre Fortin
CTO of Lead Carrot

About Us:

Helping Your Company Grow.

Growing your coaching or marketing agency business can be a struggle. You already have so many different aspects of your business to focus on, it can be a challenge to make sure you are doing everything correctly on the financial side of your business.

That is why we decided to specialize in helping marketing coaches and agencies take their business to the next level. We do this by providing bookkeeping and advisory services exclusively to marketing coaches and agencies.

Our mission is to help you focus on running your business with peace of mind knowing that your bookkeeping and accounting are being handled by a company that specializes in your industry.