Spotlight on Local Expertise: Tax Planning with On My Way to CPA 📊

Happy Wednesday!

This is one of those times I take time to share some important information or updates, specifically to those subscribed to Cash Flow Chronicles.

Tax time is right around the corner and if you aren’t prepping now, you may end up having a rough start to 2025. Let’s avoid that! Today’s newsletter is short and sweet, but highlighting a very well known Tax professional, Peter Riefstahl!

I have known Peter for several years, but have followed him more closely since starting Guernsey Consulting LLC. He is a highly knowledgeable CPA and any tax questions I have that come up I know I can go to him for assistance. Learn more about On My Way to CPA LLC below!

On My Way to CPA, LLC is a dedicated tax advisory firm offering tailored tax planning and preparation services for businesses generating between $250,000 and $2.5 million in annual revenue. Founded on a commitment to top-tier client service, On My Way to CPA, LLC partners closely with business owners to craft strategies that minimize tax liability and enhance financial outcomes. Their mission is to empower clients with informed, strategic decisions that drive long-term success.

Unlike larger firms that often struggle to manage their workload, On My Way to CPA, LLC takes a selective approach to client intake. This ensures that each client receives timely responses and the undivided attention they deserve—no weeks-long waits for answers or endless back-and-forth. Their personalized service philosophy sets them apart, with a hands-on approach that feels like an extension of your team.

In addition to their tax planning and preparation services, On My Way to CPA, LLC publishes a free monthly newsletter with timely tax tips and strategies, which you can subscribe to here. For more information, including details on scheduling a consultation, visit their website and check out their Contact page.

As we approach the end of the year, it’s a great time to take a step back and make sure you are taking your business in the right direction and leading your team the same way.

If you struggle with Tax planning, please reach out to Peter!

As a reminder regarding the support Guernsey Consulting LLC offers, our online community is going to be running 25% off now through April 2025. You can gain access to this Basic or Premium feature through the image below simply by clicking it.

Remember, two tiers exist within our paid community.

Basic -

1. Google Chat Q&A which is Monday-Friday. If you have questions about a process, topic, scenario, etc. this is where you can reach out to me for help.

2. Weekly overview and discussion on Cash Flow Chronicles newsletter topic. We typically hold this on Mondays.

Premium - Includes the above from Basic along with the following: 

1. One on One Consulting Sessions (up to 4 monthly) - 30 minutes. Take advantage of this steep discounted tier where you’ll get 4 consulting sessions! Do the math, you won’t get this anywhere else!!

2. Microsoft Excel/Google Sheets File Development and Assistance. This is going to help those in planning, cash flow forecasting, 13 week cash flow, etc. that aren’t sure how to properly setup these documents and maintain them.

Let both Peter and myself know how we can help make the end of 2024 better and your 2025 the best year yet!

BG