S.O.R.T. Savvy CEOs Membership
S.O.R.T. Savvy CEOs Membership
Boost your Profits and Build a Strong Business.
Join Today!
To the S.O.R.T. Savvy CEOs Membership
In my 20+ years of experience as a Certified Public Accountant and Tax Strategist I've worked with hundreds of businesses in my career. I believe that every business owner should have access to the very best guidance no matter their budget. That's why in this membership you will learn the framework I've created, and go from feeling confused by your business finances to understanding them step-by-step. With my professional guidance you will experience the confidence of making smart decisions that help your business grow.
Ready for your life to change?
Welcome
Are you...
Are you...
Trying to do it all on your own... trusting Google, TikTok or family and friends for business and tax advice? (psst... the IRS uses some of your favorite content creator’s advice as examples of what NOT to do).
Operating in the wrong entity structure for maximized profits? Choosing the right entity could save you thousands of dollars in taxes each year.
Not measuring the right metrics to truly scale your business? Knowing your numbers and how to look at your financial statements will bring in more profit WITHOUT cutting costs. Yes... you don’t have to spend less to earn more.
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X
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“Kim has been a lifesaver for my business.”
I used to be the “do it myself” kind of person, but life eventually got complicated enough that I needed to bring in a professional CPA to help with my business and personal taxes. Kim has made things so much easier for me, and she’s saved me far more money in taxes than her reasonable fee!
She’s trustworthy, prompt, and has high integrity. Thank you for being on my team Kim!
— john whitford
That's why I'm here...
Don't do it alone.
I created my 4 step framework with my guided membership program and course to show you how you can boost your profits without cutting costs. You don't have to figure everything out yourself. I've got the education and experience to guide you exactly how I've done for my client's businesses and my own.
Invest in yourself alongside others and watch your business grow.
Your subscription to financial freedom and clarity.
Discover how to Setup, Operate, Record and Tax Slay your business for growth with guided mentorship along the way.
S.O.R.T. Savvy CEOs
introducing...
The Simple S.O.R.T. Method Course
Setup
Operate
Module 1
Module 2
Tax Slay
Module 4
Record
Module 3
So what's included?
- Understand your business entity choices and how which one you choose can drastically affect how much you pay in taxes.
- Learn about DBA’s, obtaining an EIN and all your necessary licenses and permits.
- Create business bank accounts and break down how you collect money (no intermingling funds!).
- Master sales tax for online entrepreneurs and navigate nexus issues and compliance.
- Your money mindset matters. Fix how you view dollar signs and propel your business with an abundance mindset while creating huge goals.
- Discover pricing and revenue strategies while learning how to budget for business growth.
- Explore actionable advertising and marketing strategies that any small business can use to grow their client base—no matter your industry.
- 10X your business: Select the right KPIs (Key Performance Indicators) to propel your business to new heights.
- Understand your business financial statements. Learn their importance and know exactly what you’re looking at!
- Learn how to pay yourself as a business owner as well as independent contractors and employees.
- Not ready to purchase a bookkeeping software yet? No problem! I’ll teach you the 4 step DIY bookkeeping system using only excel & google sheets.
- Want a more in-depth tutorial on doing your own books manually? Included is “The Affordable CPA Solution Course”, covering everything you need to know to record keep like a boss!
- Ready to take things up a notch and dive into a software? I will give you an in-depth introduction to QuickBooks Online, and provide you with a Fast-Track Setup guide along with helpful resources and shortcuts.
- Discover a list of common tax deductions tailored to your profession.
- Maximize your auto deductions, business meals and travel expenses for your business.
- Take advantage of the home office deduction and learn how you can save by hiring family members (especially your kids!).
- Consider converting your LLC to an S Corporation for MASSIVE potential in tax savings.
- Be prepared with how to survive an IRS audit (It could happen to the best of us).
- Discover retirement plan options and health care strategies for small businesses.
- Maximize the QBI Deduction.
Stop trusting Google, TikTok or family and friends for business and tax advice.
Being a part of this membership gives you the unique opportunity to ask Kim and her team of CPA's and bookkeepers any and all questions you have about your business.
Submit your questions via email and attend our biweekly Zoom calls to receive your answers.
Can't attend the calls? That's okay! We upload the replays in our membership portal for you to watch anytime.
You won’t get stuck not knowing what to do to boost your profits and build a strong profitable business with us on your team.
Live Coaching Calls
As a business owner, your time is invaluable.
That's why I've gathered up countless of my very best resources to share with you. In this membership you get access to all my favorite toolkits, spreadsheets, guides, templates, YOU NAME IT!
And once you join, it doesn't stop there. We add to our treasure trove of entrepreneur goodies frequently.
Resources
Sneak peak
next
next
next
As a business owner, your time is invaluable.
That's why I've gathered up countless of my very best resources to share with you. In this membership you get access to all my favorite toolkits, spreadsheets, guides, templates, YOU NAME IT!
And once you join, it doesn't stop there. We add to our treasure trove of entrepreneur goodies frequently.
Resources
Sneak peak
next
next
As a business owner, your time is invaluable.
That's why I've gathered up countless of my very best resources to share with you. In this membership you get access to all my favorite toolkits, spreadsheets, guides, templates, YOU NAME IT!
And once you join, it doesn't stop there. We add to our treasure trove of entrepreneur goodies frequently.
Resources
Sneak peak
next
As a business owner, your time is invaluable.
That's why I've gathered up countless of my very best resources to share with you. In this membership you get access to all my favorite toolkits, spreadsheets, guides, templates, YOU NAME IT!
And once you join, it doesn't stop there. We add to our treasure trove of entrepreneur goodies frequently.
Resources
Sneak peak
next
As a business owner, your time is invaluable.
That's why I've gathered up countless of my very best resources to share with you. In this membership you get access to all my favorite toolkits, spreadsheets, guides, templates, YOU NAME IT!
And once you join, it doesn't stop there. We add to our treasure trove of entrepreneur goodies frequently.
Resources
Sneak peak
A jam packed, self-paced course teaching you my proven method for growing your business. Updated regularly.
How does this sound?
Guided coaching and live calls with a CPA and Tax Strategist of 20+ years.
01
02
What you're going to get:
Access to all of our best resources (spreadsheets, templates, guides, etc.). Added to frequently.
03
Answers to all of your questions, worries and concerns that impact your business.
04
A team of CPA's and Tax Strategists working alongside you to help you do what you do best: Run your business.
05
Yes, I'm in!
How It Works
Become a member at a small monthly fee and join our community of like-minded business owners and entrepreneurs.
Membership
Join our community group to engage and ask all your burning questions, then get all of your answers by attending our biweekly live calls.
mentorship
Access our vault of spreadsheets, templates, workbooks, guides and courses that are frequently being updated and new content added.
endless content
“Thank you Kim for all the expertise and patience you have extended to us as we have navigated the waters of running two very different businesses.”
- Lisa G
Kind words
Your knowledge, and your genuine concern for us has built confidence in our ability to grow. You have always been available to answer our questions, and you have made us feel comfortable to ask absolutely anything without feeling stupid.
As a busy business owner it is invaluable to feel like my accountant has my best interest in mind, and with you Kim, I do.
- Tim K
Kind words
Kimberly is very knowledgeable, helpful, responsive, diligent, and professional.
"Exactly what I need for my business so that I can focus on growing the business while Kimberly makes sure everything is done correctly and following the best tax strategies."
"Exactly what I need for my business so that I can focus on growing the business while Kimberly makes sure everything is done correctly and following the best tax strategies."
- tim k
Kind words
Kimberly is very knowledgeable, helpful, responsive, diligent, and professional.
A year from now you will wish you had joined today...
so don't wait!
Live Coaching Calls
Ask your questions and receive answers. Get deep insights and lightbulb moments about your own business during our biweekly live Zoom group calls. these calls will give you the chance to ask Kim and her team of CPAs and bookkeepers any and all questions you may have about your business.
Yes, It's worth it.
As an entrepreneur you probably have found that climbing the success ladder can feel lonesome at times. Don't do it alone. Share your success, struggles and feedback with members who are on the same journey as you. Surround yourself with like-minded people and watch your business thrive.
Throughout all my years of helping business owners just like you, I've created a framework that shapes the success of all my clients. The Simple S.O.R.T. Method is my game-changing course that walks you through the steps to take to run your successful business. Learn how to boost your profits without cutting costs and understand your business finances step-by-step.
Community group
self-paced course
Let's just say when you've been in this line of work for as long as I have, you tend to gather up resources. I have countless spreadsheets, templates, guides, calendars, workflows, YOU NAME IT! As a member you get access to all of it with new additions being added regularly. Open up a vault of an entrepreneur's time and money-saving resources.
endless resources
You don't have to go through all the schooling and certifications like I have to scale your business. You just need someone that has learned the trade to help guide you along your way.
I can help you with that!
You're smarter than you think you are. But you aren't expected to know it all. And no one gained the knowledge of how to scale a 6 and 7 figure business overnight.
Invest in the future of your business.
"An investment in knowledge pays the best interest."
— Benjamin Franklin
Have peace of mind knowing you have a clear path to scale your business with guidance from a credentialed expert.
Know your numbers and what you need to do to make more PROFIT without having to cut your expenses.
Record keep like a pro. No more messy books or missing receipts here!
Slay your taxes using EVERY possible legal deduction available to you. You’ll be saying to yourself: “Hold on... I can write THAT off?!”
Have a team of support staff that will come in and help answer your questions to help you reach your goals.
Gain access to countless resources and cheat sheets for driven entrepreneurs.
In this membership, you will...
Enroll Now
I'm Kim. You're new business coach.
With decades of experience as a small business bookkeeper, CFO, Certified Public Accountant and Tax Strategist...
I've worked with hundreds of businesses in my career.
Hey there!
Learn from my experience...
Certified Public Accountant
I've got the knowledge to share with you.
Credentials:
Certified Tax Advisor
Corporate Controller
FBA/eBay/Shopify Seller
Course Creator
Business Coach
I believe that every business owner should have access to the very best guidance no matter their budget. I have worked with clients with 100 employees down to 1, but my heart loves to help new or (fairly new) businesses make sure they have everything they need to be successful and stay out of trouble with the IRS! I love to watch them grow and scale their business.
This membership really is one of a kind...
You get full access to our in-depth course ($2,000 value) and countless resources.
Discover the Simple S.O.R.T. Method in our course packed with $24,000 worth of my knowledge as a Certified Public Accountant and Tax Strategist. You will learn everything I learned the hard way by running my own businesses. My CPA firm, my blogging business, and my eCommerce business. A standalone course valued at $2,000 all yours included with your membership subscription.
PLUS my library of resources and content that saves me time and money as a busy business owner. New additions being added on a regular basis.
you get live coaching and support from kim and her team to help you along your way.
I'm your new accountability partner.
Join our group coaching calls with me and my team so you can reach out for support if you ever get stuck, celebrate your big wins, help others who are just getting started on their journey, and so you have a place where you feel comfortable and at home with people who know and understand you and experts you can trust.
This isn’t like any other community you’ve seen or been involved in. This isn’t like the big Facebook groups where everybody’s spamming their companies and giving their opinions on tax law… It’s a devoted group of online business owners just like you who are supportive, positive, and proactive, ambitious, and want to see you win and succeed.
Hesitant because you won't be able to attend some of the coaching calls?
No worries! We record all of them and post the replays in our membership portal. Send your questions in beforehand and we will answer them even if you can't join the call live.
You won't boost your profits without a solid strategy in place.
What gets you to 6 figures will not get you to 7 and beyond. Set your business and your future as an entrepreneur up for the upmost success. You can do this. I’ve seen my clients grow larger than they ever imagined.
Maximizing your tax savings
Simplifying your financial processes
Achieving financial clarity
Setting the foundation of success for the future of your business
Being on the path to achieving financial freedom
If you want THIS to be the year that you finally commit to:
Enroll Now
Right now is the time...
Don't like what you see?
Cancel anytime at no extra cost.
No strings attached around here! If you feel as though this membership doesn't meet your needs you are free to cancel anytime.
Although, we highly doubt you'll feel the need to :)
monthly subscription
based
This is for you if:
you want to Maximize your tax savings and avoid costly mistakes
you want to try to figure it out on your own and risk getting in trouble with the irs
you want to save time, stress and money by simplifying your financial processes
you're okay with keeping the same processes in place, and aren't looking for ways to improve your workflows
you want to Achieve financial clarity so you always know where your business stands
It's probably not for you if...
you don't think you need to know your numbers, or where the future of your business stands
you want a team of credentialed experts that will guide you and answer your questions
You want to pursue the entrepreneur path alone, and don't think you need any guidance.
Let's Do This Thing!
So what are you waiting for?
How can I be sure this membership will help my business?
With over 25 years of experience, we've helped many businesses like yours achieve financial clarity and growth.
You’re standing at the edge of a maze, unsure of which direction to take. Then, someone hands you a map, clearly marking every turn, milestone, and destination. That’s exactly what S.O.R.T. Savvy CEOs Membership is designed to be—a step-by-step roadmap and support group to help you confidently navigate the world of business finances.
Frequently Asked Questions
What if I don't have time for regular coaching call meetings?
No problem. We record every coaching call and post the replays in our membership portal. Also, you can submit your specific questions via email or our Facebook group before the next coaching call and we will be sure to answer your question so you can listen to your answer on the replay. Our goal is to make the process as convenient and time-efficient as possible for you.
I already have an accountant, why should I invest in this?
That's wonderful! This membership can work alongside your current accountant, providing additional expertise in areas like tax strategy and advanced planning to enhance your financial management.
The topics that are covered can spark engaging conversations with your current bookkeeper, CPA, or tax preparer so you know what questions to ask them. PLUS we cover a whole lot of other topics besides just tax and bookkeeping. This membership takes a holistic approach to your business and focuses on growth metrics and how to increase your top line revenue as well as your profits.
Isn't bookkeeping enough?
Bookkeeping software is a great tool, but it can't replace the expertise and strategic insights that come from a seasoned CPA. We ensure you're making the most of the software and provide personalized advice.
I completely understand. Every dollar invested in your business is an important one! Please reach out to me with any questions you may have.
Still on the fence?
