SAVVY TAX STRATEGIES · ADVISORY DIVISION

 SavvyController

Work Smarter. Pay Less. Keep More.

Real-time financial visibility and advisory — so you always know where your money went, where it's going, and what to do about it.

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 SavvyBooks

Clean Books. Clear Picture. Confident Decisions.

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BUILT FOR

Established Business Owners

$500K–$3M revenue

Done with DIY bookkeeping

Ready for a real foundation

WHAT'S INCLUDED

Monthly Financials

  • $
     P&L review + variance analysis
  • $
    Balance sheet reconciliation
  • $
    Cash flow snapshot
  • $
     Month-end close by the 10th

KPI Dashboard

  • $
    Job costing by project or crew
  • $
    Revenue per job type / vehicle
  • $
    Gross margin by service line
  • $
    5–7 custom business metrics

Monthly Strategy Call

  • $
    30-min advisory session
  • $
    Number review + next actions
  • $
    Bottleneck identification
  • $
    Priority ranking for the month

Profit First Oversight

  • $
    Account allocation review
  • $
    TAP% target setting
  • $
    Owner pay structuring
  • $
    Quarterly rhythm resets

Clean Books Guarantee

  • $
    Month-end close by the 10th
  • $
    Transaction categorization
  • $
    Catch-up reconciliation
  • $
    Audit-ready records

Tax Coordination

  • $
    Quarterly estimate checkpoints
  • $
    Deduction tracking year-round
  • $
    Payroll tax monitoring
  • $
     Seamless handoff to SavvyTax 

GETTING STARTED — YOUR FIRST 90 DAYS

Weeks 1-2

Foundation

  • $
    Kickoff + discovery call
  • $
    QBO access & chart of accounts review
  • $
    Historical clean-up begins
  • $
    Profit First account setup

Weeks 3-6

Clean-up & Calibration

  • $
    Weekly check-ins as needed
  • $
    Catch-up reconciliation
  • $
    Job costing structure built
  • $
    KPI dashboard configured

Weeks 7-12

Steady State

  • $
    Bi-weekly check-ins
  • $
    First full month-end close
  • $
    First KPI scorecard delivered
  • $
    Rhythm locked in

Check-in frequency (weekly or bi-weekly) is based on your books' condition. Most clients reach full rhythm by month 3.

WHAT LANDS IN YOUR INBOX EVERY MONTH

  • Reconciled books by the 10th
  • 30-min advisory call
  • Job costing report
  • Profit First allocation check
  • P&L + cash flow report
  • Action item summary
  • Custom KPI scorecard
  • Tax estimate snapshot

WHERE SAVVYBOOKS FITS — SAVVY BOSS FRAMEWORK

SavvyBooks

$

SavvyController

$

SavvyTax

$

SavvyCFO

You've got clean books. SavvyController turns them into a business instrument.

Ready to know your numbers?

Book a free 20-min call

meetwithsavvy.com

Savvy Tax Strategies • 208-546-0911 • meetwithsavvy.com • EA • CTS • Cash Flow Architect