Maximize Wealth, Minimize Taxes
We go Beyond Freedom Financial Services: We help transform Tax Strategies into Financial Success.
Go beyond Preparation, Aim toward Prosperity.
As Featured In:
7 Secrets Tax Preparers Don't Want You To Know
So You Can Minimize Your Taxes
IF MANAGING YOUR TAXES SEEM HARD, YOU ARE NOT ALONE
Our clients often encounter these common issues in their businesses .
How can I leverage on tax benefits
How can I develop tax strategies
How do I grow my business
What Our Clients says About us:
500+ Businesses helped
1000+
Clients Satisfied
20+ years of Experience
What we offer
Services We Offer
If you are willing to push harder than you ever have before: and then push a little harder; you have what it takes to earn anything you want.
Financial Prosperity Coaching
Financial Prosperity Coaching is a transformative service designed to empower individuals and businesses to achieve their financial goals. Our expert coaches guide you through personalized strategies for tax advice, financial management, and sustainable financial growth."
Strategic Tax Planning
Tax Strategy Planning involves expert analysis and tailored advice to optimize your tax position. Our approach focuses on legally minimizing tax liabilities, maximizing savings, and ensuring compliance, all while aligning with your financial goals and business objectives.
Services We Offer
If you're prepared to exert more effort than ever before, and then go even further, you have the necessary drive to achieve anything you aspire to.
Fractional CFO
Services
Our Fractional CFO Services offer expert financial management and strategic planning tailored to your business's unique needs, providing the benefits of a seasoned CFO on a flexible, part-time basis.
Speaking
If you're looking for a blend of professional skill and passionate energy, you've come to the right spot! I'm thrilled at the prospect of collaborating with your team and contributing meaningful perspectives
What you benefit beyond our service:
Customization
We customize our services to address the specific needs and goals of a particular business, taking into account its industry, size, and other relevant factors.
Compliance
We help businesses navigate complex tax regulations, ensuring that they meet all legal requirements and file accurate and timely tax returns.
Strategic Decisions
We provide valuable insights and data-driven recommendations that support strategic decision-making within a business. This includes advice on investments, acquisitions, and other financial decisions that may have tax implications.
Tax Saving
By analyzing a company's financial situation and understanding the applicable tax laws, we recommend legitimate strategies to minimize tax liabilities.
Financial Planning
We work with businesses to align their financial goals with tax planning, helping them make informed decisions that optimize their tax position.
Resource Efficiency
We help by minimizing tax burdens and streamlining compliance processes, businesses can focus more on their core activities and growth initiatives.
Risk Management
We assist in identifying potential risks associated with changes in tax laws and help businesses implement strategies to mitigate those risks.
Meet Us
SHONA BELL
Shona Bell, a Certified Public Accountant and co-founder of Beyond Freedom Financial Services, is passionate about empowering small businesses to thrive. With over 20 years of corporate accounting and auditing experience, Shona is dedicated to guiding small business owners toward financial independence.
Beyond Freedom Financial offers tailored tax strategy and coaching services, including business coaching, Fractional CFO services, and comprehensive tax planning. Shona's motivation stems from her role as a dedicated spouse and parent, aiming for financial freedom not just for success but to create a meaningful life and leave a lasting impact. She invites others to join her in building a future where business success and personal fulfillment coexist.
JAY MOORE
Jay Moore, known as 'the healthy accountant,' is a visionary redefining the intersection of business, leadership, and personal well-being. Through his unconventional approach and dynamic speaking style, Jay challenges traditional norms, inspiring innovative, out-of-the-box thinking. Addressing common startup challenges, Jay's message explores life's purpose and its deep connection to professional endeavors, prompting audiences to question the conventional perception of an accountant.
While affirming his identity as an accountant, Jay transcends traditional roles, dedicating his expertise to crafting holistic strategies for robust, thriving businesses. With a background in Accounting and CPA certification, Jay stands as an innovative beacon in the accounting field, guiding business owners to financial success and a healthier, more purposeful leadership approach.
Our Mission
What Is The Biggest Benefit Of Working With Beyond Accounting And Tax?
Working with Beyond Freedom Financial empowers businesses to maximize profits and minimize tax liabilities through targeted financial strategies. We provide comprehensive financial education and insights to help you make informed decisions. Our actionable growth plans, backed by ongoing support and a community of experts, take the uncertainty out of finances.
You get a holistic approach to financial well-being that fuels sustainable growth and reduces stress. We're not just accountants; we're your strategic financial partners committed to helping you achieve your business goals. After years of working with hundreds of business owners who need to be correctly informed about the benefits of legal and tax entity.
Working with Beyond Accounting and Tax empowers businesses to maximize profits and minimize tax liabilities through targeted financial strategies. We provide comprehensive financial education and insights to help you make informed decisions. Our actionable growth plans, backed by ongoing support and a community of experts, take the uncertainty out of finances.
You get a holistic approach to financial well-being that fuels sustainable growth and reduces stress. We're not just accountants; we're your strategic financial partners committed to helping you achieve your business goals. After years of working with hundreds of business owners who need to be correctly informed about the benefits of legal and tax entity.
JOIN US NOW!
Tax Strategy Planning involves expert analysis and tailored advice to optimize your tax position. Our approach focuses on legally minimizing tax liabilities, maximizing savings, and ensuring compliance, all while aligning with your financial goals and business objectives.
