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About Us

At The Money Council®, we recognize the multifaceted lives of high-achieving women. We’re dedicated to helping you focus your strengths and talents so you can create lasting wealth, reduce tax burdens, and ensure your legacy endures.

How The Team Flows

Now that the ink is dry on your business paperwork, the real work has just begun.

 

See, you’ve been an expert at what you do for a while, but when it comes to running your business, it feels like the first day on the job all over again. Plus, now you’re wearing ALL the hats.

 

When you’re the Chief Everything Officer of your business, it’s hard to find the space, time and energy to focus on your finances.

 

But if you don’t know what your numbers are, where your money’s going or how much is coming in and out, there won’t be a business to be the CEO of!

That’s where The Money Council® comes in. As your personal board of accounting professionals, we take your business finances off your plate, so you can scale and focus on the hats you want to wear in business. Explore the hats we will wear for you!

Woman Entrepreneur

Taking Notes

You're an integral part of the entire process as you set the tone for your beauty business. Think about it, every billion-dollar business has a CEO that manages the tone of the entire organization. As a result, The Money Council is your extended team. So, here's what we need from you to be successful:

Bring healthy & innovative mindset to meetings

Be accessible six times during the year for updates.

Maintenance of vendor a client book of business

Review management reports monthly.

Review and e-sign annual tax returns for e-filing.

Inform dedicated CPA of changes (e.g. new accounts

Self-motivated during tough feedback sessions.

Our Core Qualities

Our Founder crafted The Money Council® to bring together a group of experts who help define, execute, and accelerate your business goals so that you can uphold your family values through four core values—We're R.A.R.E.!

RELATABLE

We are a family-first firm! We always look to win for your family!

AUTHENTIC

Everyone has a why? Our goal is to learn and align to yours!

RELIABLE

Accuracy and timeliness are a promise we keep!

ETHICAL

There are gray areas, but we lead with legality.

  • 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 of being a virtual, full-service Accounting firm is that we can deliver results across all 50 states! We find that operating a remote model has many advantages. The main advantage is that you aren't limited to working with local accounting professionals in your 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 earning your business. Jumpstart the process for FREE, and determine which service is best for you by clicking the button below.
  • Do you do individual tax returns if I do not own a business?
    Ideally, the personal tax returns reflected on the site are for clients for whom we complete their business tax returns. Without a business, we will need to customize an individual tax return fee based on form-based pricing, which is outside the scope of our listed tax services. Please email us at support@themoneycouncil.com to inquire about tax services.
  • What happens after I apply to work with The Money Council®?
    You will receive a confirmation email once you book your $100 Strategic Discovery session. We will explain how our unique services align with solving your challenges upon attending that session. The immediate next step will be a Legacy Math Evaluation, during which we will review your finances to confirm or adjust that what was recommended during our call aligns with our initial recommended path forward.
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