The Profit Protection Plan helps small business owners avoid costly mistakes, reduce audit risk, and unlock hidden profit opportunities—all in one personalized review.
Most business owners have no idea they’re leaking money. From misclassified expenses to missed deductions to IRS audit triggers, these “harmless” errors can cost you thousands.
The Profit Protection Plan is your customized financial review that finds the gaps, protects your business, and helps you keep more of what you earn.
Perfect for startups and growing small businesses
No fluff—just a clear, honest assessment of your risks
Actionable steps you can take right away
Are you giving away your profits or putting your business at risk?
Most business owners leave money on the table each year – or worse, put themselves at risk – simply because no one told them what to look out for. What burning questions do you have?
How do I pay employees, contractors, or myself?
What is deductible for my business?
What is self-employment tax, and do I need to pay this?
What taxes should I be paying and to whom?
Do I need Insurance?
Do I need a separate bank account for my business, and if so, why?
This is just the start of the questions we will answer for you!
What’s Included in Your Profit Protection Plan?
1: 1 Expert Reviews
We'll dig in and identify the common mistakes that could be costing you.
IRS Compliance Scan
We'll look for audit triggers, misclassifications, and provide the requirements you need to know.
Deduction Deep Dive
Stop guessing - learn what you can and can't deduct with clarity.
Organizing Financials
By organizing your financials, you'll have the clarity needed to understand your business and make smarter decisions.
Guides and Resources
We'll provide the guides and resources you need to reference in the future.
Personalized Action Plan
We'll provide a personalized plan so you can take action to protect your profits and your business.
Who Is This For?
You’re a startup or small business owner
You're doing your own bookkeeping
You’ve Googled “is this tax deductible?”
Your tax preparer is not accessible
You want to keep more profit and sleep better at night
