Financial Umbrella LLC
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Financial Umbrella's extensive range of financial services caters to service-based businesses, creators, and entrepreneurs alike. From tax planning and filing to precise accounting and bookkeeping, and even expert business formation services, I've got you covered. With me, you'll gain access to a dedicated professional who is passionately committed to your financial success, all at a cost that fits your budget seamlessly.
Supported client types
Personal
Business
Specialties
Solopreneur
E-commerce Business Owner
Franchise Owner
Non-Profit Organization
SMB Owner
Services
About Financial Umbrella LLC
Employees
Founding year
2018
Rate range
One time fee: $295 - $2,995
Monthly: $75 - $1,995
Quarterly: $75 - $4,995
Location
Remote
Support
Dedicated staff for each client
Software
Gusto, QuickBooks Online, TaxDome, Zoom
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Clients who would be a good fit
Annual income
Less than $100,000 $100,000 - $500,000
$500,000 - $1,000,000
$500,000 - $1,000,000
Annual revenue
Pre-revenue Less than $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$100,000 - $500,000
$500,000 - $1,000,000
Industry
Consulting & Professional Services
Media & Entertainment
Non-Profit & Education
Finance & Legal
Advertising & Marketing
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Technology & Software
Media & Entertainment
Non-Profit & Education
Finance & Legal
Advertising & Marketing
Food & Beverage
Healthcare & Wellness
Hospitality & Travel
Technology & Software
Service-based small businesses, entrepreneurs, solopreneurs, and service providers are our specialty. Additionally, we welcome both personal and business clients seeking tax relief services.
Clients who would NOT be a good fit
Annual income
$5,000,000 - $10,000,000 $10,000,000+
Annual revenue
$5,000,000 - $10,000,000 $10,000,000+
Industry
Manufacturing & Hardware Real Estate & Construction
Energy & Sustainability
Transportation & Logistics
Energy & Sustainability
Transportation & Logistics
I may not be the best fit for those with straightforward W-2 income, foreign earned income, or expatriate returns. I also do not work with product-based small businesses, only service-based.
Endorsements
No endorsement
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