Holly Signorelli works with 7 and 8 figure clients. Most of her clients have multiple entities and real estate, which is one of her expertise. She also specializes in powerful retirement plans that can save clients over $100K in taxes.
Holly takes on minimal amounts of clients because she is licensed in every part of their finances. She works best with clients under $25MM in sales.
Holly can act as your CFO. Over the years, Holly has noticed that so many large clients take on a CFO for anywhere from $150K to $350K in salary plus benefits. The truth is that many 7 and 8 figure companies, only need the role of a CFO occasionally. That’s why Holly packages her services based on the needs of each and every client, into a flat monthly retainer that allows the owner to focus on their own genius while she handles all of the moving parts of the company.
Here are few things that Holly does:
- Make sure the financials are done each month, while also creating a return on investment for all of the different products and services you have, so you can make better decisions.
- Make sure your companies are set up in the right entity.
- Act as a CFO when needed.
- Monitor your accounts, and move money when needed.
- Take care of your real estate needs, and make sure you minimize your taxes by taking advantage of 1031 exchanges and other real estate tax deductions.
- Make sure you get all the deductions you can and avoid audits.
- Get powerful retirement plans in your business so that you can save large amounts of taxes, audit free!
- Holly’s team can help you pay bills, implement payroll and many more administrative things that keep you bogged down in your business.
- One of Holly’s gifts is to come up with simple solutions to complicated business issues. From there she can come up with a plan and implement it until it’s done.
If you are interested in working with Holly, schedule a free 15-minute call to see if it’s the best match for you.
Fill out the form below to set up a free consultation.