We provide
financial freedom so you can live a life worth loving!
A few things we’re great at
Financial Consulting, Accounting, Bookkeeping and Tax… all in one place.
What do we do?
We provide simplified monthly reporting so you know how much to pay yourself, what to save for taxes, and how much you should keep in cash reserves.
Who do we work best with?
Solo-prenuers, individual llcs, freelancers, influencers, and baby businesses. If the big-box CPA firms feel unaffordable, and Turbo tax is no longer cutting it, we are the solution for you.
Why are we different?
We provide the high level financial support at an affordable price. We simplify things. We truly do it all, so you can feel confident and prepared.
What can you expect to pay?
Monthy services are charged at $71.17 hourly rate and most clients use about 1-5 hours per month. Annual taxes are $250 for a basic 1040 and $1,000 for a basic 1120/1120s/1065. Prices are subject to annual inflation adjustments.
OUR AWESOME CLIENTS
Client Testimonials
Don’t take our word for it – here’s what our clients say:
Ali is one of the most positive and intellegent people I’ve met. I trust her to help me make decisions to better my life!
Mindy Johnson RIP
Financial Planning
Ali is passionate and confident in her coaching. She’s up for anything and was a great support as I entered into the world of business ownership.
Shannon Carr RISE
Business Consulting
Ali is awesome! Since I have met her she has not only helped me with my financial future but she also takes the time to teach me as well. She is very personable. She makes sure that I understand what I am getting into and stands by me along the way. I am still an active customer and I definately recommend her services!
Mea Hampton
Content Creator
Financial Planning
Business Consulting
My life has literally been changed in such a small amount of time. I was stressed, sad and scared about my future and Ali makes me feel like everything is going to be okay every minute of the day. I adore her more than she will ever know!
Annsley Bishop
HR Freelancer
Financial Planning
Tax Prep
Ali has helped me branch out with my small business. I’m charging twice what i previously was. I am constantly getting new ideas and securing my small business with the guidance of Ali. My confidence is still growing with each session. She’ll push you too, but it’s bearable lol. Thank you Ali.
Rebeccah Hartline
Artist
Financial Planning
Business Consulting
Ali is great! Because of her work, my business is growing. She helps me with planning strategies on how to acquire new customers. She’s always ready to help research the market and whenever I have a bad day, she will motivate me to keep on pushing forward. I highly recommend Green Lotus Planning for those small business owners who want to scale up. Thank you so much for your hard work!
Kacper Sszarejko
Revive Zone Therapy
Business Consulting
I have been with Ali for over a year. I originally hired her to help me get my finances in order so that I could run my business full time. Well within 9 months my credit score went up over 100 points. Little did I know that she would be one of my biggest cheerleaders and supply me with endless networking prospects as well. She truly is fantastic at what she does. She’s pretty amazing the way she keeps up with everything that she does. She wears a lot of hats! I HIGHLY recommend her!
Maria Mazzola
Rock It to Fit
Financial Planning
Business Consulting
Accounting & Tax Prep
I have been working with Green Lotus Planning Group for about 2 years now and I cannot say enough good things about what Ali has done for me. Not only does she know how to get your finances in order, but she knows how to motivate you and get you up and moving so that you can succeed in your life in every way! She truly listens to what you want, and knows exactly how to execute your plan to the fullest and beyond! I will never work with anyone else when it comes to my finances. If you don’t hire her, your making a mistake.
Amanda Lovasco
Freelancer
Financial Planning
Business Consulting
Accounting & Tax Prep
Ali is simply life saving! She is easy to talk, helpful, and she gives you options! She whole-heartedly wants to see you in the perfect financial situations! She helped me feel like I could breathe again before we even went over our plan! I have been telling EVERYONE about her! If you have questions don’t hesitate to ask, Ali will help!
Nicole Bimslager
Autumn Fairy Designs
Financial Planning
Business Consulting