Just Found Us? Here’s Everything We Can Help You With

Welcome! If you somehow stumbled across In The Moment Financial Services while googling “how to not freak out about taxes” or “why won’t my business books balance”—you’re in the right place.

We’re not just a tax office. We’re your go-to resource for running your business smarter—not harder. Here’s a peek at everything we offer (aka: how we can help you keep your business legit and growing):

1. Taxes (Because, Well… You Have To)

We handle personal and business tax prep, so whether you’re a full-time entrepreneur or part-time side hustler—we’ll help you stay compliant, maximize your deductions, and avoid those scary IRS letters.

Plus, we make it make sense. No confusing accountant-speak, promise. You can book a virtual tax consultation here!

2. Business Coaching & Strategy

Got a business idea but not sure where to start? Or maybe you’re already in business but feel stuck, overwhelmed, or underpaid?

Let’s fix that. Our strategy sessions help you:

• Clarify your goals

• Fix your pricing

• Identify money leaks

• And build a plan that actually works (and makes sense for you)

Through our Business Coaching program, you'll have the ability to apply real tangible action steps that you can apply right away to get you to the next level.

3. Bookkeeping

If your idea of bookkeeping is “I’ll do it later” or a shoebox full of receipts... hi, we need to talk.

We offer monthly and catch-up bookkeeping that’s clean, accurate, and organized—so you always know what’s going on in your business (and you’re ready for tax season before it sneaks up).

4. QuickBooks Training

QuickBooks doesn’t have to be overwhelming. Our 1:1 training teaches you exactly what you need to know to manage your books with confidence—and stop relying on guesswork.

Think of it like learning to drive your financial dashboard. And yes, we make it make sense.

5. Real Estate Coaching

Want to build wealth through real estate but don’t know where to start? We’ll walk you through how to invest in rental properties (even if your credit isn’t perfect or your savings account isn’t stacked).

We built a $1M real estate portfolio—and we’ll teach you how to start building yours. Just book a real estate consultation and you'll be on your way!

6. LLC Formation

Don’t know if you should stay a sole prop or get an LLC? We’ll help you figure it out and take care of the paperwork. Plus, with our LLC Formation services on your side, you'll get all your questions answered.

We’ll even help you set up a business bank account and EIN so you look official (because you are).

Real Growth Starts With YOU

At In The Moment Financial Services, our mission is to help you grow your business, manage your money, and build real wealth—without the stress.

So go ahead, explore.

Click around. Or better yet—

🔗 Book a virtual consultation and let’s talk about how we can support your next move.

We’re glad you’re here.