Our virtual coaching and advisory services will help identify your business and tax needs. We provide expert assistance in setting up your business correctly and ensuring compliance. Our services cover a range of options, including: 

​​​

• Books, Courses, & Financial Tools

• 1:1 Virtual Coaching

• Group Coaching 

• Events & Workshops

• QuickBooks Online and Xero Training

​

"Lily Tran was great! She patiently listened to my complicated business situation and was prepared with answers when we got to the details.  She knows what she is doing, highly recommend!" - Trisha T. 

Our fractional CFO services can enhance your financial management and guide your path to profitability. Keeping track of your financial records is crucial for a successful business. We've got your CFO needs covered. 

​​​

• Review Your Accounting System Setup

• Catch-Up, Clean-Up, and Tax Ready Books

• Financial Health Review

• Start and Growth Planning 

• Cash Flow Projections

• Commercial Funding Support

• Technology Implementation

​

"I was hesitant to sign up for Lily's CEO Intensive Day because of the cost, but after the first 1:1 session, I knew I had made the right decision for my business. Lily is knowledgeable, professional, and personable, and the time spent was incredibly productive. What impresses me most about Lily is how passionate she is about helping small business owners not only keep accurate books but truly understand their financials." - Kathy G. 

We are knowledgeable and up-to-date with the latest tax laws.  We are authorized IRS e-file providers. Some of the tax services that we provide are: 

​

• File Your City, State, and Federal Tax Returns

• Tax Return Review for Opportunities for Amendment and Tax Planning 

• Review Tax Situation

• Business Formation & Entity Selection

• Review Quarterly Estimated Tax Payments

• Minimize Tax Liability

• Provide Tax Saving Strategies

• Provide Tax Resources

​

We saved our client over $57k in taxes! Here is her testimonial: 

"Lily is a knowledgeable, reliable, and responsive tax advisor who goes the extra mile in researching opportunities for tax savings.  I am grateful to Lily for proactively looking out for my best interests and making a solid plan to reach my goals.  I highly recommend her!" -Karen F. 

We have the right to represent taxpayers before the IRS and State. Representation requires expertise in the tax code as well as knowledge of the system and how it works. 

​

• IRS Audit Representation

• State Tax Audit Representation

• IRS Payment Plan

• Penalty Abatement

• Offer in Compromise

• Currently Not Collectible

• Innocent/Injured Spouse

• Multiple Years Non-Filed Tax Returns

• IRS Liens

• Levies and Wage Garnishments

​

We represented our client during a WA State Department of Revenue audit and saved her $40k in taxes! Here is her testimonial: 

"Lily has been a blessing! She is very thorough & knowledgeable.  We were completely bogged down & like a superhero, she swooped in & was able to bring the chaos to a place of manageability.  She is so kind & patient.  She has the ability to explain the things that I didn't quite understand in a way that made my life easier & less stressful!  I am so thankful for her & her genuine kindness." -Cyndy L.