The business depends entirely on the owner, leading to burnout and low profitability. As the overworked "chief everything," they can't take breaks and end up in the same place year after year.

They feel afraid, overwhelmed, and stressed, worried about providing a basic income. This stress affects their relationships and self-respect. They fear failure and worry about how they will be perceived by family and friends, and what they will do next.

They want success but lack understanding of financial and strategic concepts, unsure how to increase revenue, profit, and cash flow. They seek trustworthy guidance for growing a successful business but don't know where to find it.

A Catch-22: they need cash to grow but don't know how to get it. As experts in their craft, they want control over their time and income, but without cash, they end up spending more time on tasks outside their expertise, losing both time and money.

They lack confidence in making high-level business decisions like reinvesting, hiring, or purchasing assets because they don't have a trusted advisor to help them evaluate potential scenarios and future impacts.

Online Business Coach

Background: Local Real Estate Agent with 1099-Misc Income into six figures year over year.

Challenges: “Challenges that prompted me to seek your services were optimizing deductions, dealing with previous tax issues, lack of time for proper tax planning”

Solutions: Custom tax planning specific to her business along with implementation for the current and future years. Consistent review and planning to maintain savings year over year.

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2020 YE Est

2021 YE Est

2022 YE Est

Wages, Tips & Salaries

Other Income

Business Income

Business Loss

Adjusted Gross Income

Standard Deduction

QBI Deduction

Adjustments to Income

Estimated Deductions & Credits

Taxable Income

Total Federal Tax

Total State Tax

Child Tax Credit

SE Tax

Total Tax

Tax Bracket %

0

206514

0

0

$206,514.00

18650

0

11303

0

$176,561.00

37515

9863

2000

22606

$67,983.88

32%

0

0

159596

0

$159,596.00

18800

0

10675

0

$130,121.50

23798

6831

2000

21349

$49,978.54

24%

0

0

146456

0

$146,456.00

19400

0

10499

0

$116,557.44

20612

6119

2000

20997

$47,727.92

24%

2020 YE Est

2021 YE Est

2022 YE Est

I am extremely satisfied with the services I received. Thompson is knowledgeable, professional, and consistently goes above and beyond to ensure my financial needs are met without judgment. Thompson expertise in tax planning and accounting has saved me both time and money.

T. Wilson

Thompson is very attentive and thorough and explains everything in depth so you have a full understanding of what is happening with your business

S. Thompson

You’d be in trusted and experienced hands with Crucial Business Solutions and Thompson Bourque handling your business needs.

J. Sosna

Small Business Owner & ​Real Estate Investor

Owner of a Small Real Estate ​business with activities Sales, ​Short Term & Long Term Rentals, ​Fix N Flips, & New Builds.

Solo-Preneue​r

W2 Employee w/ 1099 ​& Rental Incom​e

Couple with W2 Income &

Sch C Consulting Services Income with ​a 6 Unit Long Term Rentals

Total Client Savings to Date

$90,295.23

Strategy Session:

Meet with us to discuss your business, expectations, timeline and upload information required to get started

Implementation:

Our team will set up your online accounting system & CFO dashboard based on your business needs.

Monthly Bookkeeping:

Once your system is set up, we handle the month to month bookkeeping and accounting to keep your financial records up to date, then deliver reports.

Monthly Advisory:

Our team schedules a monthly meeting to help you review & understand your financials, and take actionable steps to reach your goals.

Phase 1: Setting Up Your Software

The goal of an accounting setup is to implement a fully functional accounting system based on your business.

Whether you’re an online business, professional services agent, landlord, fix and flipper, wholesaler, property manager, or brokerage... we have the expertise and capability to ensure your business financials are built with a strong foundation and not relying on POS or management systems.

As your portfolio or business grows, you’ll need a dedicated accounting system to track financials efficiently.

Phase 1 includes:

• Setting up a QuickBooks Online (QBO) account with the appropriate chart of accounts, class tracking, and opening balances.
  
• Reconciling bank accounts.
  
• Assets have been captured, including property basis in QBO.
  
• Training on how to use your accounting system or engaging in a monthly engagement to have our team maintain your account.
  

Strategy Session:

Meet with us to discuss your business, expectations, timeline and upload information required to get started

Tax Plan:

Your personalized plan with recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your plan on course.

Implementation:

Our team will guide you through the implementation steps for each strategy to maintain the process and compliance.

Monthly Advisory:

We will educate you on tax strategies we recommend so you fully understand the tax benefits. Learn how to take advantage of the Tax Code and get your questions answered

Phase 1: Onboarding & Planning

We collect and review prior and current year information. We'll hold a Kick-Off Call to review your current situation and goals for the future.

From there, you'll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.

This includes...

• Client Onboarding Questionnaire
  
• Review of Prior Year Tax Return & Accounting System
  
• Kick-Off Call with your dedicated Advisor
  

During the planning phase, you'll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.

At the end of the planning phase, your Advisor will provide a written tax plan that summarizes each strategy, how it applies to you, and the action steps you need to take to capture the benefits of each strategy.

Phase 1 Includes:

• Multiple advisory calls
• Answering your most pressing questions
• Walkthrough of the strategies that will help minimize your tax liability
• Delivery of your written tax plan
  

Phase 2: Implementation & Savings

Once your tax plan is complete we will work together monthly and ongoing to implement the strategies.

Here are your options for implementation to maximize your business and maintain the best financial situation possible:

1. DIY: You can use the step by step action items to implement the strategies.
2. DFY: White glove service done for you, flexible solution best for those who want to get these implemented efficiently and effectively.

After the initial planning phase, your advisor will provide ongoing support to answer any questions, help with paperwork and add new strategies as business changes. This is an ongoing step that will provide savings for this year and years to come.

Phase 2 Includes:

• Taking the steps necessary to put strategies in place and maintain compliance with the IRS.
  
• Reviewing and adjusting as business changes and grows
• Monthly advisory & compliance meetings to ensure ongoing tax savings

With over 50 years of combined experience, we specialize in helping business owners and real estate ​investors manage their accounting, tax planning, preparation, and audit needs. Our team is committed to ​delivering personalized, strategic guidance to help you reduce tax liabilities and maximize financial growth.

Galit brings over 15 years of ​expertise in accounting for small ​businesses and real estate, ​helping clients achieve financial ​clarity and success.

As the founder of Tsadik G. ​Management and a Certified ​Financial Education Instructor, ​she is dedicated to empowering ​entrepreneurs to take control of ​their financial destinies.

Her 'S-H-A-R-K' money wisdom is ​a game-changer, guiding clients ​to face their financial challenges ​head-on and uncover powerful ​opportunities for growth.

By partnering with Galit, our ​clients don’t just save time and ​money—they gain the confidence ​and strategy to break free from ​financial stress and live out their ​dreams.

Zhanna is a NYS CPA with over ​16 years of experience in tax ​preparation, including personal, ​corporate, partnerships, and trust ​returns.

With certifications as a Certified ​Internal Auditor and Certified ​Fraud Examiner, Zhanna’s diverse ​expertise helps clients navigate ​complex financial and tax ​scenarios with precision.

Beyond tax services, Zhanna ​forms corporations and LLCs ​across the U.S. and is a licensed ​real estate broker.

As a property manager and ​landlord, she understands the ​financial challenges of real estate, ​making her an invaluable asset ​for business owners and ​investors looking to maximize ​returns while staying compliant.

Thompson has 14 years of ​experience in small business ​accounting and tax. I founded ​Crucial Business & Life Solutions ​to help entrepreneurs take ​control of their finances and ​achieve their business goals.

Specializing in tax deduction ​maximization, business structure ​optimization, and cash flow ​management through KPIs, I ​assist self-employed individuals ​transitioning to full business ​ownership.

My mission is to help you ​uncover and reach your unique ​definition of success, ​transforming your business and ​your life in the process.

Witnessing the positive impact ​on our clients and their families ​drives me every day.

Galit Tsadik

The FINancial ​Sharktress

Zhanna Kelley ​CPA, CIA, CFE

Thompson Bourrque

Accountant & Tax ​Strategist