Structure for Today.Strategy for What’s Next.
One accountable team connecting tax, accounting, finance, and business strategy, helping entrepreneurs build stronger foundations, make smarter decisions, and grow with intention.
Every Number.One Accountable Team.
The financial work most businesses split across several vendors, coordinated under one roof.
Business Tax Returns
Partnership, S-corporation, C-corporation, and multi-member LLC returns with careful review.
Bookkeeping, Payroll & Formation
Current books, accurate payroll, and the right business structure from day one.
Business Strategy & Advisory
Guidance on structure, operations, systems, offers, finances, and growth.
Business Credit & Funding
A stronger business credit profile and readiness for financing.
Looking for individual tax preparation?
File with our consumer tax brand, Authentic Tax.
A Seat at the Table
Before Decisions Are Made.
Start with a strategy session that shows you where to focus, or go deeper with an intensive that builds the strategy with you.
Business Strategy Session
A diagnostic session to see where your business stands, identify the biggest gaps, and decide what needs attention first.
Business Strategy Intensive
A deeper working session where strategy is built around your highest priorities, from offers and pricing to operations, systems, sales, and growth.
“A return tells you
what happened.
A plan decides what
happens next.”
The Authentic Financial Group is founder-led. The person who sets your strategy is the person accountable for it, and every engagement is held to her standards.
Retained Year-Round.
Or Engaged by Project.
Some businesses need a standing finance team. Others need one decision made right. You choose the relationship that fits.
A Standing Finance
Team for Your Business
We stay close to your numbers all year. Quarterly tax planning reviews are included, so estimated payments are adjusted as your income changes.
Focused Work with
a Defined Finish Line
Built for one decision or one deadline. We define the work, deliver it, and you decide whether to keep going from there.
Year-End Tax Planning
Checklist
A practical checklist for business owners and self-employed professionals to work through before December 31.
Get the Year-End Tax Planning ChecklistSimple. Secure.
Structured Around You.
Getting started with The Authentic Financial Group is straightforward. We’ve designed our process so you know exactly what to expect before your appointment.
Pick the service you need and complete its request form.
Review your scope, responsibilities, and fees, then sign electronically.
Pay securely according to the terms of your agreement.
After confirmation, choose an appointment time that works for you.
Securely upload your documents so our team can begin.
Have Questions Before
Getting Started?
Not sure which service is right for you? We’re happy to help you determine the next step.
Book a Free General Inquiry Call