A genuine relationship with
your accountant starts here.
Don’t worry, we won’t judge you for showing up empty-handed. Whether you’re coming from another professional or have nothing more than a questionable spreadsheet you rather not show us, we’ll meet you right where you’re at.
Casa Calma is home to creatives & creators.
Our clients include online service providers, coaches, content and course creators, and agency owners looking for a financial partner they can build a long-term relationship with.
Inquire below and we’ll email you a link for an interest call within 48 hours.
Frequently Asked Questions
We accept new bookkeeping and tax planning clients year-round. We start filling up our tax prep roster in October for the following tax season.
Xero will always be our top choice, but if you have years of history in your QuickBooks Online account, we’re skilled in QBO, too.
Because sometimes getting on a call is just easier, we offer calls across all our services:
- Monthly bookkeeping clients have the option for a 30-minute check-in call each quarter.
- Tax planning clients get on a call with us twice a year—in the summer and before year-end.
- Tax Preparation clients are offered a call to review your return once it’s drafted.
So that we’re not having three different conversations on different platforms, we like to keep everything consolidated in our email. You’re welcome to hit us up at any time of the month!
Our Calm Cash Consultancy clients get slack access for day-to-day communication.
We auto-bill for our monthly services (bookkeeping, tax planning and the calm cash consultancy) on the first of the month. Fees for tax preparation services are due in January.
If you need help deciding which services are best for you, let me know in your inquiry and we’ll hop on a call to chat through it!
We need accurate books to develop a tax plan that actually works, sooo we’re going to have to answer this on a case-by-case basis. BUT, if your business is on the simpler-side and we both (you and I) feel confident in what you’re doing, then absolutely. We’ll even check in on your bookkeeping twice a year to advise on any small corrections you may need to make.
If things start to get more complex, we’ll be clear about when you need to get bookkeeping support.
Yes! Open communication is at the center of what we do. We’re always happy to talk directly to the other members of your financial team.
We are a virtual accounting firm supporting clients throughout the US. Sorry to my international people, we’re not experts on your country’s tax law!
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