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Money Council Legacy Building

Established
The Money Council®
to help Budding CEOs activate + preserve 
Legacy

Founded in 2018 on core values committed to closing the racial wealth gap for Black and Indigenous People of Color in the United States!

Soap and Candles

Our Core Qualities

We crafted The Money Council® to bring together a group of experts that helps define, execute, and accelerate your business goals so that you can uphold your family values through 4 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.

You Don't Have To Wear All The Accounting & Tax Hats - We Do!

Now that the ink is dry on your e-commerce or beauty 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!

Budding CEO

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:

Money Council Bookkeeping Services imagery

Bring in a healthy mindset to each meeting and be open minded about Accountant's recommendations

Be accessible to The Money Council for about 1 hour month for meetings and to obtain open records

Maintenance of your client and customer payments through invoice and point of sale systems

Accessibility to QBO phone application in order to upload receipts for proper IRS documentation

Review management reports for approval and inform office of any disconnects

Review and sign annual tax reports, uncertain tax position memos, and monthly financial statements

Inform office of any business changes (e.g., new lines of credits, new bank accounts, or partner additions)

Honesty and self-motivation through tough feedback. Attitude to strive for excellence at all times

  • 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.
Money Council celebrating obtaining Masters of Accounting degree

Secure Your Financial Future With The Money Council

Building a legacy to activate and preserve your family legacy is extremely scary when you think AND execute the plans all by yourself! We get it!

Billon-dollar businesses run accounting departments that cost well over $1,000,000 to develop and maintain their "language of business". From the budgets, the actual results, the analysis, and the strategic plans. So, why wouldn't you have an accounting department!

Explore our Spanancial Wellness® Regimens to see how our boutique accounting firm can activate and preserve your legacy today!

Your business should last beyond your life!

 

🫶🏽 The Legacy CPA™

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