S.O.R.T. Profit Pathway
S.O.R.T. Profit Pathway
OUR system grows your Profits and Builds a Stronger Business.
Apply Today!
This program is for businesses at +$50k/month revenue only.
To the S.O.R.T. Profit Pathway growth accelerator
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. That's why in this program you will learn the framework I've created, and go from feeling confused by your business finances and operations 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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“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 W.
That's why I'm here...
Don't do it alone.
I created my 4 step framework to show you how you can boost your profits and always have more than enough cash in the bank. 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 path 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. Profit Pathway
introducing...
A 6-Week Financial Transformation
Setup: Comprehensive Foundation & Profit Assessment
Operate: Optimize Profit and Cash Flow
Week 1
Weeks 2 & 3
Tax Slay: Lower your Taxes and Keep More Cash
week 5
Record: KPI Tracking & Inventory Management
Week 4
So what's included?
- Understand the current financial health of the business and set clear, measurable goals and targets (both business and personal)
- Analyze current profit margins
- Identify inefficiencies, constraints, and profit opportunities
- Provide recommendations to streamline financial management
- 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.
- Optimize vendor and supplier terms for better cashflow
- Maximize how much to pay yourself as a business owner.
- Identify the top 3 Goals/KPI's to track for the next quarter that will move the needle the most towards achieving your business and personal financial goals
- Link inventory to sales forecasts for better demand planning
- 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!).
- Maximize tax savings by implementing tax-advantaged entity structures.
- Identify available credits (e.g. R&D credit, inventory write-offs, retirement, etc.)
- Discover retirement plan options and health care strategies for small businesses.
- Ensure compliance with Federal and Sales Tax Nexus Issues
- Efficient cashflow forecasting to predict fluctutations and ensure liquidity and growth.
- Conduct an expense audit to identify and eliminate wasteful spending
- Setup or streamline inventory processes to track stock levels, reorder points, and product movement to optimize cashflow
Week 6: Bringing it all together with your S.O.R.T. Profit Pathway Roadmap
Being a part of this 6-week program gives you the unique opportunity to ask Kim and her expert team of CPA's and Business Advisors any and all questions you have about your business.
We will meet for one hour each week while we build out your Growth Accelarator Roadmap behind the scenes between our coaching calls.
In Week 6, you will have a clear, scalable plan to grow profitably with organized financial systems and tools to succeed.
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.
“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 taken action today...
so don't wait!
6 - 1 hour calls with kim
Ask your questions and receive answers. Get deep insights and lightbulb moments about your own business during our one on one coaching calls. These calls will give you the chance to ask Kim and her team of CPAs and Business Advisors any and all questions you may have about your business.
Yes, It's worth it.
s.o.r.t. Savvy ceo library
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 of this program 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 program, you will...
apply Now
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.
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:
apply today
Right now is the time...
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?
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?