About the team

Meet Your New Financial Team

RAISE YOUR HAND IF YOU’RE SICK OF HAVING MILD PANIC ATTACKS DURING TAX SEASON.

You don’t know what to do, you’re not even totally sure how much you made, and you’re mildly terrified of what you might owe. We work virtually with creative business owners who light up over their work and freak out over their numbers. The good news is that you don’t have to be a numbers person to drop the dread and feel empowered. Just knowing and understanding your numbers opens a world of possibilities.

I’m Melissa Whaley, licensed tax pro, financial strategist, bookkeeper, and California girl. I’m here to morph your panic attack into a plan of attack. Together, we’ll make sure your business runs as smoothly as a chocolate fountain and matches the stress level of a candle lit bubble bath, because lucky for you, I really like math.

I grew up in a family of business owners and have been doing taxes and accounting for over 9 years. I discovered my love for finance after I became a licensed tax preparer in 2009. When I worked for a large retail tax company, I saw that lots of people were experts in their field, but most had never been taught how to run their business’ finances.

IT DOESN'T NEED TO BE THIS WAY!
We live to hear “that was painless”, “it makes so much more sense now”, and “I get it.” This is exactly how you deserve to feel as you run your business. Whether you’re brand new or have been in business for years, the bottom line is that you’re empowered, have blown stress a goodbye kiss, and feel like the boss that you are.

Grecia Reyes is our super star bookkeeper. She has a passion for small business owners and helping them grow their business and profits. Grecia resides in Florida with her husband Joel and two children.  

Ready to Work Together?

What Can I Deduct?

The video training will take 6 minutes now to save hours of headache later and thousands in tax deductions.

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