Our founder is an enrolled agent. Specializing in business administration and tax law provides a unique perspective into growing your business through compliant accounting. Every transaction is categorized into the proper category to ensure optimal tax deductibility long before tax season allowing for more intention to be placed on tax planning.

Professional service based businesses experience unique financial challenges of budget and cash flow management. As a service based business you may be unsure of your pricing strategy to create a sustainable profit margin. Being involved in the daily tasks of helping other business owners leaves you with little time to dedicate 2-4 hours per week to organizing your transactions leading to un managed books and potentially lost deductions.

Having worked with retail businesses ranging from consignment shops to book publishers I understand the unique perspective retail owners face having to manage inventory, software, and sales tax simultaneously all while serving their own customers. One long weekend away from accounting can lead to a mess that is difficult and overwhelming to sort through.

Allow me to take a little stress off of you.

Testimonials are on the page below.

As a boutique firm we offer a bundled approach to services so that customers are able to focus on their business instead of coordinating services between multiple accounting and tax professionals while ensuring that clients are receiving the best customer service.

As part of the bundle each client receives: tax planning to start the year with a plan for success, advisory meetings, bookkeeping, accounting, tax preparation, and payroll services when needed.

We also provide tax resolution services to help defend against IRS and state taxing authorities notices and audits.

We offer three packages:

Just Starting Out

Best for small businesses with no employees

The Investment is $680/ mo

Growing

Best for small- mid size businesses with less than 5 employees

The Investment is $1000 mo

CEO

Best for mid-large sized businesses with more than 5 employees

The Investment is $2000/ mo

This is a flat fee that includes all of your bundled services.

I enjoy being in contact with clients once per month. At minimum once quarterly to review financial health of the business, how revenue and expenses have changed as well as discussing profitability, tax planning implementation, and general check in to see how you and the business are doing.

Using the calendar link within your client portal book your financial review on my calendar for a time that works best for you.

Our business hours are 9a-5pm M-Th excluding holidays.

I am also available by email for routine questions, please expect a response within 48 business hours.

During tax season when I am actively working on your return I am available by phone or text.

As with any relationship I do have expectations of clients as well.

I expect that clients will behave in a respectful and ethical manner and never engage in fraud or deceptive practices.

I expect that clients will maintain open communication and respond within 72 hours outside of tax season. During tax season communication is expected within 24 hours to maintain deadlines.

Provide documentation in a timely manner so not to cause delay in services.

Pay invoices in full by due date or make arrangements.

Failure to meet expectations may result in disengagement and forfeiture of any service fees.

1. Schedule a Free Consultation to determine if your business is a good fit for the firm.

2. Accept proposal and sign engagement letter in HVBT client portal which outlines scope of services and expectations for HVBT and you.

3. Make first monthly investment.

4. Send Accountant invite to QBO/Xero/Gusto.

5. Upload receipts, bank statements, business documents to your client portal.

6. Provide view only access to financial and payment processing accounts so you don’t have to constantly upload statements & reports.

7. Complete onboarding meeting to discuss business

8. Enjoy done for your bookkeeping!

9. Schedule your first advisory meeting.

10. Reach out anytime you have a question!

If you are having issues with your client portal please visit this help guide for frequently asked questions.

You can also email me directly at hello@jhuntermba.com

Privacy Policy

Last Updated: 8/13/2024

Welcome to JHunterMBA.com (the "Site"). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about our policy or our practices with regard to your personal information, please contact us at hello@jhuntermba.com.

1. Information We Collect

We collect personal information that you voluntarily provide to us when you register on the Site, express an interest in obtaining information about us or our products and services, or otherwise contact us.

• Personal Information Provided by You: We collect names, addresses, email addresses, phone numbers, and other similar information.

• Information Automatically Collected: We automatically collect certain information when you visit, use, or navigate the Site. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, and information about how and when you use our Site.

2. How We Use Your Information

We use personal information collected via our Site for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter or perform a contract with you, with your consent, and/or for compliance with our legal obligations.

• To Facilitate Account Creation and Logon Process: If you choose to link your account with us to a third-party account (such as Calendly, Quickbooks and TaxDome account), we use the information you allowed us to collect from those third parties to facilitate account creation and logon process.

• To Send You Marketing and Promotional Communications: We and/or our third-party marketing partners may use the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences.

• To Send Administrative Information to You: We may use your personal information to send you service, and new feature information and/or information about changes to our terms, conditions, and policies.

3. Sharing Your Information

We may process or share your data that we hold based on the following legal basis:

• Consent: We may process your data if you have given us specific consent to use your personal information in a specific purpose.

• Legitimate Interests: We may process your data when it is reasonably necessary to achieve our legitimate business interests.

• Performance of a Contract: Where we have entered into a contract with you, we may process your personal information to fulfill the terms of our contract.

• Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process, such as in response to a court order or a subpoena (including in response to public authorities to meet national security or law enforcement requirements).

4. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Policy.

5. Data Retention

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy unless a longer retention period is required or permitted by law.

6. Your Privacy Rights

You have rights that allow you greater access to and control over your personal information. You may review, change, or terminate your account at any time.

• Opting Out of Email Marketing: You can unsubscribe from our marketing email list at any time by clicking on the unsubscribe link in the emails that we send.

7. Security of Your Information

We aim to protect your personal information through a system of organizational and technical security measures. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

8. Updates to This Policy

We may update this privacy policy from time to time. The updated version will be indicated by an updated "Last Updated" date, and the updated version will be effective as soon as it is accessible. We encourage you to review this privacy policy frequently to be informed of how we are protecting your information.

9. Contact Us

If you have questions or comments about this policy, you may email at hello@jhuntermba.com

Entering your phone number into third party apps authorizes use of SMS for routine and reminder text messages. All business communications should be send via email.