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Specialized Accounting & Advisory

I’ve worked as a financial planner, registered rep, advisor, and RIA founder. I know exactly what it’s like to juggle compliance, client service, and business growth—because I’ve been there.

  • Tax Filing

    We specialize in tax preparation and filing services, providing you with a hassle-free tax season.

  • Bookkeeping

    Our expert team understands the importance of accurate and efficient financial record-keeping.

  • Strategic Planning

    Total Biz Solutions offers top-notch CFO services to help businesses thrive and make informed financial decisions.

    • My flagship service—the Growth Advisor Tier—is a plug-and-play solution designed to help financial advisors, insurance agents, and asset managers offload bookkeeping, CFO-level strategy, tax preparation, and tax planning.

    Business Service Offering Suite

    Pricing

    Financial Clarity for Financial Professionals

    1. Solo Advisor

      $750*mo

      Get Started
      A done for you tax and accounting solution for your business and individual filings that includes payroll for up to two employees and an annual review.

      All core features

      • Personal Tax Filing
      • Business Tax Filing
      • Business Bookkeeping
      • Payroll Services….1-2 Employees
      • Business Checkup…..Annually
      • Response Time: …………..5 Days
      • ….and more

    2. Growth Advisor

      $1,750*mo

      Get Started
      Everything in the Solo Advisor tier designed for growing teams with more hands-on support, planning services, and some CFO services.

      Everything in Solo Advisor, Plus:

      • Payroll Services….3-7 Employees
      • Business Checkup…..Quarterly
      • Employee Coaching….Annually
      • Dedicated CFO Call……Monthly
      • Response Time: …………..2 Days
      • ….and more

    3. Premier Partner

      $3,550*mo

      Get Started
      Everything in the Growth Advisor tier with unlimited team members, unlimted coaching, compliance tracking, provider and carrier reviews, and fractional CFO services

      Everything in Growth Advisor, Plus:

      • Personal Bookkeeping
      • Payroll Services….Unlimited
      • Business Checkup…..Monthly
      • Employee Coaching….Unlimited
      • Dedicated CFO Call……Unlimited
      • Unlimited Compliance Tracking
      • Unlimited Provider & Carrier Review
      • Response Time: …………..Same Day
      • ….and more
    Learn more about our packages

    Services

    We understand that running a small business comes with unique challenges and demands. That's why we offer a comprehensive range of services tailored to meet the specific needs of small businesses like yours.

    Bookkeeping

    Compliance

    Full-Service

    Planning

    Structuring

    Workflow

    Are you looking for advice for your business or industry?

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    Why choose us?

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  • For the Pros

    These services are specifically for financial professionals who are scaling and want to simplify their finances, streamline operations, and free up more time to focus on growing their business.

  • No-Fluff Support

    I offer practical, no-fluff support. My focus is on delivering experience-backed solutions that help you grow, retain top talent, and improve profitability, all while giving you the freedom to focus on what you do best.