14 years of tax experience, working for you and your family
I just started my business in 2017, a little over a year ago, after 13 years at CPA firms. I was training to take over as managing partner at a firm when I left to travel the world with my family and started my own business for the flexibility. My business is fully remote and I am currently living at the beach in Mexico and will be heading to Mauritius this summer. Because of that I also work with some nomadic or travel lifestyle people running businesses as they go. I am certified in CA and have a lot of contacts there as well as the bulk of my clients so I have been focusing on CA for getting clients, but I have clients in Bali, Albania and Mexico so they come from all over.
My values are to make sure that business owners are setting up a solid financial foundation and have all the tools, systems and support they need to run their business and have a profits focus to be able to afford their lifestyle dreams – rather than just tax compliance.
Charleen is a CPA with over 13 years of experience providing tax and accounting services to business from start-up to 7 figure’s. Her expertise is in assisting entrepreneurs with all their accounting and financial needs with a focus on profit planning. She takes a holistic view of you and your business to make sure you are setting financial goals and developing the systems to meet them all while taking care of all the compliance work for you. She is dedicated to making sure your business is set for success and reducing the overwhelm you may face.
Charleen has received a Master’s in Accounting from Texas A&M and an MBA in Finance from University of Texas and is licensed as a CPA in California, where she was born and raised. She left the corporate world after 12 years to start her own firm where she can dedicate her time and energy to helping other business owners create the business of their dreams that will support the lifestyle they choose.
Choosing to live your dream life and realizing your biggest goals is a passion of Charleen’s and a passion she wants to share with the clients she chooses to work with. Her passion has let her into a life of slowly traveling the world with her husband and 2 children, choosing tropical locations to visit with a home base in Mexico to return to. She enjoys adventure, exploring, trying new foods and experiences and everything the world has to offer when she is not in the office. An office that may not always be in the same place or have diploma’s on the wall but is always a secure site to run her virtual business.
Dear Friend, I have a feeling I know why you’re reading this right now. You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal.
Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers. Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries since 2017—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need. Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts.
And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year. It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do.
You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable. In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Charleen Fariselli, CPA
PS — When you grab our free report, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”. PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. … but if you call us at (805) 762-4675 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
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Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(Which is too bad for you because it would be pool or beach side in Mexico if we did!) (That is, unless something...