AS SEEN IN

Our Services:

We provide expert financial and tax services designed to help your business thrive. Our offerings include:

Year-Round Client Support

  • Dedicated Profit & Tax Team
  • Secure Client App & Portal
  • Unlimited Secure Chat & Email Support
  • Annual Business Reports & State Filings
  • Exclusive Client Promotions & Educational Resources

Xero Books & Accounting

  • Xero Bookkeeping & Accounting Services
  • Profit First Transfer Recommendations
  • Annual W9 & 1099 Year-End Filings

Profit & Tax Advisory

  • Xero Book Review & Catch-Up Sessions
  • Strategic Profit & Tax Advisory Meetings
  • Profit First Assessment & 12-Month Financial Review
  • KPI Reports & Financial Snapshots

Annual Tax Planning & Compliance

  • Tailored Tax Planning Sessions
  • Estimated Income Tax Payment Adjustments
  • S or C Corp Reasonable Compensation Surveys
  • Accountable Plan Setup & Compliance
  • Multistate Income Tax Analysis

Client Experience & Support

We strive to achieve industry-leading customer service without bill shock, dread, or worry by providing you and your business with the following:

Dedicated Profit & Tax Team · Secure Client App & Portal · Unlimited Secure Chat & Email Support · Access To Exclusive Client Promos · TBL Client Education & Resources As Needed

To learn more, schedule a discovery call with our team!

The
Stress Less Tax Prep
Mini-Workshop

Stress less about taxes in as little as 90 minutes.

How exhausted are you with the shock of finding out you owe thousands of dollars in taxes?

Do you wish there was a better way to stay ahead of tax season without going broke?

In this workshop we are going to show you how to actually prepare for your taxes every single month so that when it’s time you won’t go broke and will already have that money set aside.

About The Bottom Line®

The Bottom Line® is an award-winning, 100% Xero cloud accounting practice serving as industry leaders for Online Entrepreneurs & eCommerce business owners. Since 2013, we have helped thousands of online entrepreneurs legally lower their tax bills and increase their take-home pay by 5-20% or more! Our team of Certified Profit First Professionals serves to advance the cause of reimagining entrepreneurial success with simple, practical, powerful solutions. Hundreds of online entrepreneurs choose us for Xero Books & Accounting, Profit First Advisory, Personalized Tax Planning, Annual Tax Prep, and Industry-Leading Service all year long. Our clients trust us to be their care-driven Profit & Tax Partner, Processor, and Protector.