That’s totally fine! Diana B & Co was created to provide a safe place for female entrepreneurs to be transparent & vulnerable about their finances and taxes. We will clean up & organize your financials and establish streamlined processes that will allow you to feel empowered as a business owner and know your numbers!
Discovery Calls are our consultations that are designed for us to learn more about you and your business and to share how our services can help you. They are not designed to provide you with strategies or solutions that are specific to your financial needs.
No, you should book a Business Strategy Session. During this session, we’ll dig into the details and provide you with strategies or solutions that are specific to your situation. We’ll even go a step further and share information you didn’t know to ask. You will have 45 minutes to discuss whatever you like. Click here to book.
That is a great question! Think of these two roles as… Historical-thinking versus Forward-thinking or Process-driven versus Planning-driven. Accountants are more structured and follow a process to complete necessary tasks like gathering financial data, preparing financial statements, quarterly reporting, tax preparation, and so on. CFOs use this information to create budgets/forecasts and projections for how your business will achieve projected profit and business goals. And YES! to your next question… We offer both!
The initial phase of our process can take up to 4 weeks. The onboarding phase includes set-up & implementation of your QuickBooks profile, cleaning up financials, getting to know your business, and establishing baseline targets and goals for our time together. Click here to learn more about our Accounting & CFO packages.
QuickBooks Online is our fave and number one go to. Our Accounting Subscription service may be a better fit if you desire to use a different platform.
Yes! We are credentialed and provide Tax Filing & Planning services for Individual Taxpayers and Small Business Owners.
We can assist you with gathering the proper documentation, preparing and filing the necessary tax returns, and help you coordinate the next steps between you and the IRS and state agency. Click here to schedule a call so we can get started.
We are a completely virtual firm (based out of Charlotte, NC) and can work with you from anywhere. We’ll communicate via our client portal, email, phone, and video meeting platforms (i.e Zoom).
Our Accounting Services are best suited for established businesses that make at least 6-Figures annually. Our Tax Services can range from $275-$1250+ depending on the type of return and complexity.
We offer installment agreements for the one-time implementation & accounting clean up fee and tax projects that have larger investment amounts. Monthly retainer fees for our Accounting/CFO services are due in full on the 1st of every month.
Yes! We have an amazing Accounting Subscription service that is perfect for new or evolving business owners. The service includes up to 1Hr “Ask My Accountant” sessions each month, accounting platform support, and other perks! To learn more, click here.
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...so, are you ready to take control of...
YOUR BUSINESS. YOUR FINANCES. YOUR LIFE.