Imagine having a finance expert on your speed dial to answer all your money questions.
Imagine having your records so well organized that you can easily see your earnings and expenses at a glance.
Imagine having a clear, simple view of your cash flow, so you always know exactly where your money is going.
Imagine having your records so well organized that you can easily see your earnings and expenses at a glance.
Imagine finding the best tax optimization strategies and knowing you’re not paying more than necessary.
WAYS TO WORK WITH ME
WAYS TO WORK WITH ME
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DONE-FOR-YOU CORE
Coaches with annual revenue under $150K
Online accounting
Bank and credit card account reconciliations
Sales tax returns
CPA on retainer tax support
Tax preparation & filing
(Individual + business)
Annual Tax strategy call
DONE-FOR-YOU PREMIUM
Coaches with annual revenue 150K to $400K
Online accounting
Bank and credit card account reconciliations
Sales tax returns
CPA on retainer tax support
Tax preparation & filing
(Individual + business)
Bi Annual Tax strategy call
Tax estimate simulation
FRACTIONAL CFO ELITE
Coaches with annual revenue over $400K
Online accounting
Bank and credit card account reconciliations
Sales tax returns
CPA on retainer tax support
Tax preparation & filing
(Individual + business)
Quarterly Tax strategy call
Tax estimate simulation
Personalized tax savings plan
Owner’ compensation review and analysis
Networth Analysis
Fractional CFO (Monthly management report, review, cashflow management and annual budgeting)
Here’s what my clients have to say:
Testimonials

Azra
Business Strategist at Astral Energy
Best investment that I have made in my business. Sohail and his team has saved me thousands of dollars and brought me peace of mind by always being there when I need them. I can focus on my clients, knowing my finances are in expert hands.

Sully Fernandes
Youtuber with 1.2M Subscribers
Sohail has been a game changer for my business. His team's advice on tax practices has saved me both time and money, and I couldn’t be happier with the results. He’s always available to answer questions and has made navigating taxes so much easier. I highly recommend Sohail to anyone looking for a reliable and knowledgeable accounting team!

Who Am I?
I am Sohail, your speed-dial CPA (trust me, you need one when you’re building or scaling your business). I specialize in helping coaches, creatives, and influencers manage their finances so they can focus on what they do best.
3 Things You Should Know About Me:
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I’ve had the privilege of working with over 1,000 small businesses, coaches, and influencers, helping them navigate the complexities of accounting, bookkeeping, taxes, and cash flow management.
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My family is my world—I’m a proud parent to two amazing kids and a lovable dog, Chewie.
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I ranked first in my CPA tax exams (I know, it’s a bit much—my wife almost reconsidered marrying me when I told her!).
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Download Free PDF
Are you maximizing your cash by claiming the right expenses?
Running a coaching or consulting business involves more than just serving clients—you need to manage your finances wisely. This guide highlights 26 key tax-deductible expenses you can claim as a coach, creator, or influencer. From office supplies to marketing costs, learn how to maximize your deductions and keep more money in your business.