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Resolve Your Legacy Math With "Cents" &
The Money Council

®

We offer CPA and accounting services for Wellness Practitioners, Law Firms, & Real Estate Professionals!

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TRUSTED BY

Legacy Math™

Grade Book

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Wellness

Determined the sweet spot for ad spending to stop wasting money! Profit grew to a consistent $10,000 - monthly! Revenue also grew to $30,000 consistently, without ads!

Professional Woman

Legal

Assessed W4 as a full-time employee and avoided $10K in tax liability for the IRS. Support real estate investment launch to increase bank accounts through advanced tax planning.

Showing a Property

Real Estate

Introduced depreciation strategies to a Realtor who has long-term real estate investments. Implemented an active income strategy to reduce tax bills to $0.

What High Value Clients Say

The Money Council is UNMATCHED. From onboarding to pre-tax planning to tax strategies, the level of care, service and expertise far surpassed our expectations. It feels like we have a business partner that is as vested in our business as we are - which is extremely hard to find. We are truly grateful.”

RUHSEL + TOL

Are You Tired of Solving Legacy Math Alone?

Life moves fast when you're running a business. With so many tasks to complete and a constant push to improve, it can be easy to get so consumed with day-to-day operations that the back office takes a back seat, and your life begins to deteriorate!

But the last thing you want in your growing business is for your financial health to suffer before you really get started.

The reality is that you're at a point in your business where you need to delegate—to one Money Council®—in order to get to the next level.

 

Trusting a team to assist you with your business finances will relieve stress and free up time and space for you to excel in the areas you truly shine. 

 

Our Legacy Math Program gives Licensed Service Entrepreneurs a holistic accounting solution to ensure everything is solved, with expertise.

Take the guesswork out of your financial strategy and boost your financial health! 

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Legacy Math™ 
Services

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Hire a Tutor

✓ Quarterly group webinar coaching 

✓ Financial help as you need on-the-go

✓ Contract-free support when needed

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Use a Calculator

✓ Earn loyalty rewards as a client

✓ CPA assigned to your account

✓ Done-For-You support when needed

  • I just started my business: When should I hire The Money Council®?
    Our school of thought is always to engage a CPA initially and throughout your business journey. Consult with a CPA before you DIY your business paperwork. Explore our offers by starting a business evaluation. Click the button below to get started today.
  • Your office shows you’re located physically in GA: do you support professionals in other states?
    The beauty about being a virtual, full-service bookkeeping and tax services firm is that we get to deliver results across all 50 states! We find that there are many advantages in operating a remote model. The main advantage is you can find talented accounting professionals that may not be located in your local city or state.
  • I’m working with another professional; is it easy to switch to The Money Council®
    Let's be straightforward. We believe it's beneficial for businesses to continue their professional relationship with their current accounting team and strive to resolve any misunderstandings. Once you've made an effort to address any issues with your current accounting team, we'll be open to considering a partnership with you. To move forward with any engagements, please ensure that you request a disengagement letter from your Accountant or CPA and share the notice with us. We will only proceed with a disengagement notice from your previous accounting team. Also, if our fees are substantially higher than your previous Certified Public Accountant, we will match, assuming the following items are in order: Your previous accountant has a CPA or EA designation You can provide us with the most recent financial statement before starting an engagement with us The Balance Sheet matches supporting documentation (e.g., tax, bank, loan, and credit card statements) Receipts for material transactions can be substantiated Your accounting was maintained in QBO
  • Do you do individual tax returns if I do not own a business?
    The simple answer is No! We do individual returns for business owners onboarded through any of our signature programs.
  • What happens after I apply to work with The Money Council®?
    Once you book your Legacy Math™ Evaluation, you will receive a confirmation email. Please follow the steps set forth in the emails you receive over the next two days. These steps must be completed before our discussion. Overall, the following steps will flow easily in 3 simple steps. Your role is crucial in this process. We recommend starting with a business evaluation to get to know each other better, as your input is invaluable. We’ll swipe right and send you an email outlining the bells and whistles of each program so you can choose the best service for you. Once you finalize your choice, you can set up your account. Once you've signed up for your account in TaxDome, you'll receive detailed next steps inside your portal with an easy-to-follow Welcome Guide.

More High Value Transformations

"I am truly pleased with my experience! As a self-employed beauty professional, it can get a little challenging to stay on top of your tax responsibilities due to the fact that I wear many hats within my business! Shay honestly cares about her clients and I love the passion that she has when she educates her client! I have been working with her for almost a year now and I now have a better understanding of my tax responsibilities! 10/10, she is worth the investment!"

VIVIFY BEAUTY & CO

The Secret to our Clients' Success?
The Experienced Legacy-Led Team!

Renesha Davis, CPA

Visionary

The Legacy CPA, The Money Council

Imelda Johnson

CEO

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Formulate Multi-Gen Legacy
With Our Answer Key

We understand you may need a little more vibes from us before committing to our Spanancial Wellness® Program. Learn our style by exploring resources to build a sustainable business to activate wealth, slash taxes, and preserve legacy!

 

Don't fret, these resources are vetted and published by The Legacy CPA™ with over a decade of finance, accounting, and tax expertise! Tap into our blog resources below!

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