Discover a way to elevate the quality of your work and life.
We believe in the right to focus on your trade or business
With international and US tax experience, you can trust that your business is in good hands. Less stress, let us do the rest.
Whether it’s individual or business taxes, let’s help you check it off your to do list.
Contract CFO Services
Our services are tailored to meet the unique needs of each individual need, providing one-on-one guidance and support.
Bookkeeping
Our experienced bookkeepers conduct one-on-one sessions via video conferencing, ensuring a seamless and engaging experience.
Strategic Tax Planning
Our sessions are designed to empower individuals with the knowledge, and ability to take control of their tax bill each year.
Personalized care is needed in the financial world. From taxes to financials, this accountant can be reached.
Here’s what people are saying about my work:
“Carli is very knowledgeable about multiple state business registration and tax rules. She not only helped us to understand the states we were interested in but she also provided information about several other states that enabled us to make an informed decision. She would be great for tax strategies and startup consulting. Very impressed. We would definitely work with her again.”
CL Media
“Carli did a great job with my business taxes. I’m relatively ignorant of the tax requirements for the business I started, and Carli did a great job walking me through what needed to happen. I would recommend her to anyone I know.”
James Zantos, Modern Method Patents
“Working with Carli was very easy, and she really took time to understand our specific Crypto + DeFi tax case. She prepared the information very well and in an easy to understand way. Additionally, she was always available for ad-hoc questions which was very helpful! Would definitely work with Carli again.”
Julian Titz
Online courses
DIY? Take a Course
Bookkeeping with QBO
Anyone can call themselves a bookkeeper. Unlock your full potential with our “Master Class” – an intensive, deep-dive course designed to take your bookkeeping skills and knowledge to the next level.
Duration
The Master Class is an intensive 8-week program.
Availability
This course is offered twice a year, in the spring and fall.
More info
We will be learning correct categorization for taxes, book/tax differences, red flags in financials that are likely a sign of errors, how to close books on a monthly and annual basis AND journal entries.
Bookkeeping How Tos
Stay ahead in your career with this program, designed to provide ongoing learning opportunities and keep your skills relevant in today’s ever-changing job market.
Duration
Continued Education courses are short modules, typically ranging from 2 to 4 weeks each.
Availability
We offer multiple Continued Education courses throughout the year, allowing you to choose the ones that align with your goals and interests.
Options
The Continued Education program will cover various specialized topics such as real estate, crypto construction, and e-commerce.
CH Strategies, LLC 