The Only Accounting Firm

That Makes Running Your Business

Feel *Almost* Effortless

 Accounting, tax planning, fractional CFO, and business advisory services that help you gain financial clarity while
losing the stress and anxiety…so you can run your business in peace.

Work With a Trusted Advisor

Get expert guidance on tax strategy, financial wellness, and best practices for better business ownership.

Gain Financial Clarity

Stop guessing about the state of your business.

Finally Feel At Peace

Trust that everything is taken care of…and get back to living your life.

“I just love handling my business taxes and accounting”

…said no business owner ever.

But what if handling your business finances could actually be an enjoyable experience?

Your current tax professional treats you like a yearly financial transaction.

We want to know the person behind the numbers, because we care about improving your life and your business.

Your tax returns and accounting get done…but you feel like you need a more strategic approach.

We take a proactive role in planning your business’s future so you can have everything you need to achieve success.

You feel constant anxiety about everything on your plate. Spending relaxing time with friends and loved ones feels impossible.

When you trust us to manage your business’s financial health, you’ll be able to enjoy leisure time again knowing everything is being taken care of by a pro.

You have a general idea of how your business is doing…but you’re never 100% sure on your exact numbers.

We make it easy to know exactly where your business stands by creating monthly reports that show your company’s financial health.

You don’t have the time. We can help.

As a business owner you don’t have the time to sit down and analyze every single dollar on your books.

Emerald Expectations Accounting uses strategic financial planning to help business owners like you build thriving, profitable companies.

She knows what she’s talking about.

“Kimberly knows what she’s talking about. She’s so dialed in and impossible to stump!”

Blake Bohner
Real Estate Agent/Property Developer at BB Realty Group

Getting Started is a Piece of Cake!

We can’t wait to make your life easier. (Really. We love this stuff.)

Here’s how to get the ball rolling:

Let’s Meet

Answer a few questions and schedule a time for a complimentary call.

We’ll discuss your business goals and how our services can help you achieve them.

Get a Personalized Financial Game Plan

We’ll send you a customized proposal showing you how working with us can transform your life and business.

You’ll learn how working with an expert CFO Advisor + Tax Strategist can increase your business profitability and give you the breathing room to enjoy your life again.

Rediscover Peace of Mind

We’ll get to work organizing your finances, designing a killer tax strategy to keep more money in your pocket, and taking financial stress off your plate so you can focus on doing your best work–anxiety free.

Are you ready for financial peace of mind?

A Note From Kimberly Ferguson, MSA, EA

Most business owners struggle with having enough time to get everything done. We help small businesses reach their financial goals with expert tax, accounting, fractional CFO, and business advisory services.

We love making a big impact on small businesses like yours by growing profits, increasing cash flow, and reducing your tax liability.

If you’re always worrying that something important is falling through the cracks or you feel like your current tax or financial strategy is lacking, we can help you offload that stress so you can feel at peace knowing everything is being taken care of.

Emerald Expectations was founded with a vision: An accounting firm that treats its clients like family – with unquestionable integrity, incomparable professionalism and the most exceptional customer care anyone could find in the market.

We’re so happy you’re here.

 

Why work with us?

We have the mind for numbers and the heart for helping our customers succeed.

When you start a business, you get to experience the joy of making your customers’ lives objectively better.

But struggling with taxes, accounting, and financial stress can quickly kill that buzz.

Suddenly you’re dealing with balance sheets, profit and loss statements, handling your own bookkeeping, researching tax strategies to lower your bill to the IRS, setting up payroll, and the hundreds of other tasks that are crucial to keeping a business going.

It’s easy to see how so many small business owners quickly find themselves struggling in the weeds of their business, no longer able to see the big picture.

If this sounds like you, know this: there IS a solution to your overwhelm–partnering with a tax and accounting firm that will take the financial stressors off your plate.

We have everything you need for financial peace of mind.

We provide bookkeeping, tax planning, financial reports, business strategy, and any other financial guidance you need to feel confident your business is thriving.

The best of the best!

“Kimberly and her team are the BEST of the BEST! I have worked with so many accounting firms…Kim is OUTSTANDING!

She is one of the most positive, capable, and caring accountants (and people) I have ever known or worked with!”

Dr. Cynthia Fleck
Owner / Expert Witness at Cynthia Fleck & Associates LLC

Let’s find the perfect plan for your business.

Ruby

If you’re a new business in need of a simple tax and accounting approach, start here. This package provides the basic financial services you need to build your business on a strong foundation.

Key Features:

  • Monthly bookkeeping
  • Payroll processing
  • Unlimited chat support
  • Basic tax planning
  • Business + personal tax return filing

Sapphire

If you’re ready to amplify your financial strategy, you need more comprehensive support. The Sapphire Package integrates everything from the Ruby Package PLUS advanced tax planning strategies, forward-looking financial planning, retirement planning and execution, and frequent meetings to touch base on your goals and progress.

Key Features:

All Ruby services

PLUS

  • Unlimited chat + email support
  • Advanced tax planning & strategies
  • Business + personal tax return filing
  • Retirement planning + execution
  • Monthly meeting to touch base

 

Emerald

If you’re an established business ready to level up, working with an experienced advisor can provide a clear runway for achieving next-level financial growth.

The Emerald Package includes everything from the Ruby & Sapphire packages PLUS a suite of full financial advisory services.

Key Features:

All Sapphire services

PLUS

  • Unlimited chat + email + scheduled calls support
  • Full financial advisory, tax planning strategies, & tax returns

PLUS

  • Monthly meeting to touch base +
  • Monthly strategy meeting (for what purpose?)
  • IRS tax account monitoring

 

oUR pACKAGES

We offer 3 monthly packages to fit your needs:

Ruby

Sapphire

Emerald

If you’re a new business in need of a simple tax and accounting approach, start here. This package provides the basic financial services you need to build your business on a strong foundation.

If you’re ready to amplify your financial strategy, you need more comprehensive support. The Sapphire Package integrates everything from the Ruby Package PLUS advanced tax planning strategies, forward-looking financial planning, retirement planning and execution, and frequent meetings to touch base on your goals and progress.

If you’re an established business ready to level up, working with an experienced advisor can provide a clear runway for achieving next-level financial growth.

The Emerald Package includes everything from the Ruby & Sapphire packages PLUS a suite of full financial advisory services.

Key Features:

  • Monthly bookkeeping
  • Payroll processing
  • Unlimited chat support
  • Basic tax planning
  • Business + personal tax return filing

Key Features:

All Ruby services

PLUS

  • Unlimited chat + email support
  • Advanced tax planning & strategies
  • Business + personal tax return filing
  • Retirement planning + execution
  • Monthly meeting to touch base

 

Key Features:

All Sapphire services

PLUS

  • Unlimited chat + email + scheduled calls support
  • Full financial advisory, tax planning strategies, & tax returns

PLUS

  • Monthly meeting to touch base +
  • Monthly strategy meeting for future planning
  • IRS tax account monitoring

 

Kimberly and her team has made my life so much better!

“As a busy entrepreneur, I specialize in several things…. Accounting is NOT one of them, lucky for me, Kimberly is fantastic at it! She’s helped me save $$ in many areas and saved me from hours and hours of bookkeeping tasks that I frankly would normally put off until the tax man comes knockin!

“They use fantastic software to keep things simple for me to understand and an easy to access web portal for me to see what’s needed and securely upload the stuff they ask for… but my favorite part by far is the easy monthly program they have me on, to stay on top of transactions as they come, rather than a lot of work and a huge bill come tax time.

“Thanks Kimberly and team!”

Glenn Foltz
Owner/Contractor at Foltz & Sons

Let's Chat!

We’d love to meet you!

(We’re really friendly. And we love getting to know new people.)

Use the calendar below to pick a time that works for you.

Articles

Monthly articles to help you keep more of what you earn.