Become a client

Helping the small business owner develop winning strategies!

Because we believe that running a successful and valuable business can be done while living a desirable lifestyle

We understand that small business owners are faced with many challenges and do sometimes feel trapped in their business. At LifestyleCPA, we hope to show small business owners possibilities that exist within their business. We also show you how to structure your business so you have a successful EXIT.

Regardless of why you may feel trapped in your business, we hope to show you possibilities that exist. Obtaining freedom from your business is not an impossible feat. Sometimes it just takes an outsider to see your blind spots. Once your business learns to run without you, it becomes free to scale and worth more to a potential buyer!

LifestyleCPA Freedom Plans

Freedom Starter Plan
: We take care of your basic accounting needs. This includes bookkeeping, payroll and taxes. Building strong financials is a great place to start on your journey towards freedom. We use our 50 check point process to ensure that your accounting records are accurate, reliable and delivered in a timely manner. Good financial records are the basis of making sound business decisions. When you look at your financial record you should have the confidence that it represents what really took place in the business. We also complete your tax return as a part of this plan.

Freedom Seeker Plan:  With this plan, we go one step beyond the freedom starter. We take a look at the complete financial picture of our freedom seeker clients. We implement various financial forecasting models and create budgets. We also make sure that every vital aspects of the business has appropriate KPIs, policies and procedures to allow for the smooth running of the business. The end result is the small business owner is able to make sound business decisions and has a business that runs smoothly.

Freedom Builder Plan: This is for the business owner that is ready to gain freedom from their business while scaling it at the same time.  We go beyond improving your finances and show you how to increase the value of your business by 71%. With this plan you will learn:

  • How you can immediately start reducing the number of hours you spend in your business, while building an asset you can sell down the road.
  • Overlooked areas of your business that can be more effectively automated, delegated, and systemized – resulting in more freedom for you right away, and making your business more attractive to potential buyers when you’re ready to sell.
  • Simple tweaks you can make in your business that will generate more cash flow, free up more of your time, and increase the sellable value of your business.

Using the Value Builder  System, we  work with you over 12 months as shown in the module below (click to enlarge):


Business Formation Services: For those wanting to start a business but not sure where to start we offer formation services that assists with creating a viable plan, testing the viability of the plan, designing the financial system, on-boarding the first few customers and determining appropriate tax structure (Corporation, LLC, Sole proprietor, etc.).

Business Valuation Services: Want to know what your business is worth? We offer business valuation services for small business owners.

We believe business should be fun. Learn to run your business rather than it running you!


Located in Springfield, IL but serve clients across the globe. Depending on your location meetings can be held via Skype, Google hangout, face to face or phone.

You can start by taking the value builder assessment or a free consultation

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