Professional Accounting Services
Focused on Helping Businesses Make Strategic Accounting Decisions
What We Do
It’s your business. It’s your profit.
I coach entrepreneurs and business owners to grow their businesses, profitably, and provide tax planning to keep as much of this profit in the hands of the business owner as legally possible.
Accounting and bookkeeping services are transactional – do the books, prepare the taxes, take a break and do it all again. How much time did you spend thinking about profit and doing tax planning? What if by the end of the year, by working with your CPA you actually fattened your wallet? This is our focus.
Tax Services
Individual
Corporate
LLC and Partnership
Trust
Tax Planning
Audit Representation
Bookkeeping Services
Set up chart of accounts
Enter and categorize transactions
Reconcile accounts
Maintain fixed asset list and calculate depreciation
Prepare invoices
Monthly, Quarterly or Yearly check-in meetings
Congratulations to Sherry Wallen, CPA, CTC on completing the American Institute of Certified Tax Planners Training Academy and earning the Certified Tax Coach designation! Find out more…
The AICTP program focuses on court-tested, IRS-approved strategies across income tax planning, deductions, credits, estate planning, and retirement. These strategies comply with current tax laws and strategically maximize tax savings through incentives and exemptions.
Reach out to Sherry to learn more about how the Strategic Direction team can help you maximize your tax savings!
Sherry is by far the best accountant I’ve ever used. She is extremely knowledgeable – she can explain the intricacies of self-employment taxes in simple, easy-to-understand terms, often off the top of her head. She’s also very accessible and willing to help – I had a question about my business license, and she hopped on a videoconference with me to walk me through the entire process. I feel very confident that my taxes will be done strategically, wisely, and correctly in Sherry’s hands.
Sherry is a fantastic CPA. Previously, I had been worried about filing on time and understanding exactly what and how I could take tax deductions. She answered all my questions, talked me through confusing tax rules, and was on-time and organized. I feel like I can leave my taxes in her hands and be confident she will get them done and filed, which is a huge weight off my shoulders. And she’s paper-free, so everything’s online! I highly recommend Sherry.
Accounting Services You Can Count On
Most business owners find the accounting to be time consuming and frustrating. At Strategic Direction, Inc. we work with you to keep your accounting on track so you can make the best decisions for your company and your bottom line.
With accurate and up to date financial statements, you can implement cash flow management strategies to maximize profits and tax planning strategies to lower your tax liability.
We are proudly a paperless company.
