TaxDome
MochiPix
my PERSONALCFO
Personal
Business

One financial picture.

It's not about what you make. It's about what you keep. Your Profit & Loss drives your tax strategy, while your balance sheet reflects the results. Together, they tell the complete financial picture. Every month, we bring them together into one clear strategy.

↓ scroll
Step 01 — Two Ledgers

Everything you make, own, and owe, on both sides of your life.

Tap any line to see what it actually tracks. Every item on the left has a counterpart on the right — that's the point.

Personal

01IncomeP&L＋
Salary (W-2), annuity and pension income, distributions, and other cash flow in — the starting point for everything else.
02Assets & LiabilitiesBAL＋
Assets — Cash, accounts, personal property, and anything else you hold outright.
Liabilities — Mortgages, personal loans, credit — what you owe, tracked against what you own.
03Portfolio & InvestmentsBAL＋
Brokerage accounts, retirement accounts, Solo 401(k), backdoor Roth — pulled monthly from your financial software.
04Real EstateBAL＋
Primary residence, tracked at cost basis and current value.
05Net Personal Worth →＋
Assets minus liabilities. Your personal bottom line, updated monthly.
MERGE
MONTHLY

Business

01IncomeP&L＋
Revenue and client payments in — before expenses and taxes.
02Business Assets & LiabilitiesBAL＋
Equipment, vehicles, business loans, and owner contributions — whether you're a sole proprietor, LLC, S-corp, C-corp, or nonprofit.
03AccountingSVC＋
Full-service bookkeeping in QuickBooks Online — reconciliations, journal entries, fixed asset tracking.
04Compliance & Entity StructureSVC＋
Compliance — Entity filings, payroll, licensing, and the paperwork that keeps the structure legally sound.
Entity Structure — Sole prop, LLC, S-corp, C-corp, 501(c)(3) — how the business is built shapes what's possible on the tax side.
05Net Business Worth＋
What the business owns minus what it owes. The business bottom line, updated monthly.
Section 02 — The Detail

Two ledgers become one number, then one plan.

Merged Monthly
my

Net Worth Statement

MON

Personal and business combined into a single, current snapshot of what you're actually worth.

＋
BASED ON Personal assets/liabilities + business assets/liabilities, reconciled monthly.
YOU GET One combined net worth figure, tracked month over month.
Where you stand

Tax Outlook Statement

MON

Given where your income sits and is projected through year-end, here's your current tax position — before anything changes.

＋
BASED ON This month's income/expense activity — your balance sheet is a direct result of it.
YOU GET A clear read on where you stand against your tax liability, right now.
What to do about it

Tax Plan & Implementation

QTR

Not a buzzword — based on where the income is trending, a specific outlook on what's available to you, and what to actually implement, on both sides of the ledger.

＋
BASED ON Your tax outlook + entity structure + goals.
YOU GET A short list of moves — see below.

Personal Path

Business Path

The biggest tax savings come from coordinating both sides — not optimizing them separately.

The Result

Yearly Tax Filing

YRLY

Everything implemented throughout the year comes together into one accurate return, filed on time.

＋
BASED ON Every move made throughout the year, personal and business.
YOU GET One accurate tax return, filed on time — every year.