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

®

We offer flexible programs tailored for Licensed Wellness, Legal, and Real Estate Professionals!

TRUSTED BY

Legacy Math Grade Book

Spa Bed

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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Resolve Legacy Math
With Our
Flexible Programs
Today!

Legacy Math Services

Class in Progress

Hire a Tutor

✓ Quarterly group webinar coaching 

✓ Financial help as you need on-the-go

✓ Contract-free support when needed

Personal Desk

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®
    We are going to be honest here. We recommend businesses to finish the year out with the professionals that they have started with and to attempt to work through any miscommunications. After an attempt to work out any disagreements with your accounting team, we will consider working with you as a client. In order 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 not proceed without a disengagement notice from your previous accounting team. Also, if our fees are excessively 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 prior to starting an engagement with us The Balance Sheet match 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 who are onboarded through any of our Spanancial Wellness® Programs.
  • What happens after I apply to work with The Money Council®?
    Once you book your Legacy Math™ Evaluation, you will receive a confirmation. Please follow the steps over the 2-day emails sent before your discussion. Overall, the next steps will flow easily in 3 simple steps. Money is a big thing to let someone else handle. That's why we recommend getting to know each other first by booking a Business Evaluation. If it feels like we're a match, we'll swipe right and send and outline all the bells and whistles of next steps to choose the best service for you and 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 please 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

Money Council CEO

Imelda Johnson

CEO

The Money Council CEO headshot

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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