Clear Fun Advisory. We make owning your business fun again!

We make owning your business fun again!

Let us take care of your taxes & financials, so you can enjoy your work and reach your goals faster.

• Lower your tax bill by $7k-$21k (Avg. savings of our clients).

• Automate your accounting & payroll.

• Make "doing taxes" easy & stress-free.

• Money Mastery Planning.

• Enjoy long-term financial health & start having fun again!

 

- Owning your business should be fun! -

Unlike Traditional Tax & Accounting Firms...

- We work year-round to improve your cash flow & lower your tax bill so you can stress less.

- We handle your “historic” work, but focus on how to make your finances healthier for the future.

 

We work with you year-round so you never have to worry about soul-crushing paperwork.

Define & track your personal & business priorities.

Identify the specific indicators that will move you closer to financial “health”.

Execute action steps to actually create more cash flow each month.

Automate your tax, accounting, & payroll work, so you can spend more time on what you love!

Some of the FUN things you get when working with us:

  • Lowest Possible Tax Bill

    We bake tax savings strategies into every step of our year-round process so you pay the least amount of tax possible.

  • Personal & Business Cash Flow Plan

    Each year we'll create & deliver a custom cash flow plan to optimize every dollar flowing through your accounts.

  • Neutralized Threats

    We analyze your key numbers & deductions to neutralize the most dangerous threats to your money & income (including the IRS).

  • Automated Tax & Accounting

    We fully utilize technology and our strategic work together throughout the year to make your tax & accounting work a breeze.

How It Works

  1. Strategy Call

    We meet, chat about the specific results you want to achieve in the next 12 months, and see if you’re a good fit for the Clear Fun Method.

  2. Roadmap

    We’ll create your Results Roadmap showing exactly how we’ll help you achieve your goals in the next 12 months before you ever pay us a penny.

  3. Onboarding

    You pick a service package to match your goals and we get to work!

 
 

See If We're a Good Match...

Download our free Client Guide and learn everything you need to know about working with us.

 

What Clients Are Saying About Us

“Laurie has changed my relationship with money.
Her strategies helped me see how that relationship affects my behavior and she set me on a path to allow me to realize my financial goals.”

— Mandy B.


Get Started Today

Don't waste time not having fun in your business.
We handle the major stuff so you can focus on what you do best.

• Book a free strategy call today.
• See exactly how we can help you pay less tax.
• Simplify your life & start having fun again!