Transform Your Multi-Entity Chaos Into A Strategic Wealth Building Machine.
Managing multiple businesses, rental properties, and side ventures shouldn't feel like juggling fire. You've built an impressive portfolio—but instead of feeling like the strategic visionary you are, you're drowning in disconnected spreadsheets, complex tax situations, and an endless list of urgent tasks across all your entities..
What’s The Real Cost of Your Chaotic Business Portfolio?
Disorganization across multiple companies, rental properties, and ventures, with no consolidated view
Tax time headaches that keep you up at night and cost you thousands in missed savings
Key team members working across your businesses while wearing multiple hats with no clear direction
Feeling like you're managing a bunch of separate projects instead of an integrated wealth-building portfolio
Overwhelm from being the "Chief Everything Officer" across several different businesses
That nagging feeling you're leaving money on the table but you’re just not sure where to look or what to ask
You didn't build multiple income streams to work harder—you built them to create legacy wealth and financial freedom.
We Get Visionary Multi-Preneurs Because We ARE Big Picture Thinkers and Portfolio Strategists.
Visionary founder, we see you. With 27 years of CPA expertise working with ambitious multi-preneurs, we understand that managing multiple businesses profitably requires an entirely different approach than running a single venture.
You're not just building businesses—you're building a legacy. You need financial systems and strategic guidance designed for the complexity of what you've created.
Our Proven Process Designed For Multi-Entity Success.
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Step 1: Big Picture Blueprint
What legacy are you trying to build?
We'll help you see your entire business portfolio clearly and define your authentic vision of success across all entities. No more scattered goals—just strategic clarity. -
Step 2: Big Picture Dashboard
What numbers should you be tracking and where do you find them?
Automated systems that give you consolidated insights across all your businesses. Real-time visibility into what's actually driving your long-term wealth strategy.
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Step 3: Visionary Advising
How do you stay on track, knowing what your next best step is?
Monthly founder-first strategy sessions focused on your portfolio goals, quarterly reviews, and year-round tax strategy that maximizes your multi-entity structure. -
Optional: Bookkeeping & Tax
Need a professional to do your accounting and tax preparation?
We offer full-service accounting and income tax preparation services for our Founder-First Advising clients. Your financials are always in the best hands with our team.
Ready to Transform Portfolio Chaos Into Strategic Clarity?
Stop managing your business portfolio like separate hobby projects. Let's build the integrated wealth-building system you envisioned.
What Would It Be Like To Have Crystal Clear, Real-Time Visibility Across Your Entire Portfolio of Businesses?
You'll be able to confidently operate from your genius zone with clear visibility across your entire portfolio, strategic direction that builds lasting wealth, and systems that work FOR you instead of against you.
Or You Could Just Stay Stuck in Chaos and Keep Missing Out
Continuing the exhausting cycle of reactive management, scattered metrics, and missed opportunities while watching other visionary founders build the legacy you know you're capable of.
