What we do
for you
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We help you strategically navigate your finances and taxes to save you money, accelerate your business growth, and build generational wealth.
Maximize your deductions and potentially save over $25,000 in taxes this year with our specialized tax planning.
Gain back over 150 hours annually by outsourcing your financial management to our expert team.
Experience the peace of mind that comes with our services, aimed at reducing your financial stress to zero.
If you are TIRED of feeling confused and overwhelmed by your small business finances and tax obligations, you've come to the right place!
If you have the SUSPICION that you've been overpaying in taxes but have no idea why, and would like actionable strategies to help you reduce the burden, you've come to the right place!
If you are READY to take a proactive approach to managing your finances, reducing your tax liability, and increasing your investment portfolio (instead of handing over all of your hard earned money to the IRS) you've come to the right place!
As small business owners ourselves, we are all too familiar with the struggles entrepreneurs face when it comes to understanding and managing their business finances and taxes. We are dedicated to simplifying these complex concepts, and providing actionable strategies and ongoing guidance to help propel our clients to higher levels of success and abundance than they ever dreamed possible.
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"I started working with Rex and the team at Flair Financial after my first consultation, where we discovered I had been consistently overpaying in taxes by THOUSANDS of dollars every year under my previous accountant. They helped me lower my current taxes and got me on an advisory plan to help me with the business and tax stuff that I was needing help with all throughout the year. Thanks so much guys!"
"The advisors at Flair Financial are super awesome, they addressed all of my initial concerns, and have worked with me for many years as I have moved all over the country to implement complex tax saving strategies. You should give them your business, but not so much business that they can't advise me too!"
"Flair Financial has helped me learn how to reduce the taxes for my rentals and my business, as well as given me steps to start building my retirement. They have been by my side to help me set up the processes and continue to be an integral part of keeping everything on track for me. Highly Recommend!"
Flair Financial is a boutique firm specializing in tax advisory and business consulting services. We are dedicated to unlocking financial clarity and helping small business owners and real estate investors strategically navigate their finances and taxes. We believe that the best way to save on taxes and effectively scale your business and investment portfolio is through proactive planning and implementation on a consistent basis.
Rex and Marit Burmood are the dynamic duo behind Flair Financial. With Marit's decade of experience in tax and accounting and Rex's 20 years in business management and consulting, they bring a wealth of knowledge and a comprehensive approach to each client’s specific situation.
Flair Financial offers comprehensive tax and wealth building consultations, monthly tax advisory and accounting services, business navigation consultations, and monthly virtual CFO services- all individually tailored to support your unique business needs.
Through our comprehensive tax consultation and monthly tax advisory services, we identify personalized strategies to minimize your tax burden, and help you implement and maintain processes to ensure that your finances are being optimized for growth rather than given needlessly to the government. Our portfolio of tax strategies aim to give our client a return on their investment of 150% on average!
We require all potential clients to book a one-time comprehensive tax consultation (if they are looking for tax services) OR a one-time business navigation consultation (if they are looking for business consulting services) so that we can understand their needs and eliminate any confusion they may have. Sometimes all a client requires is a one time consultation and a game plan to help them move forward with confidence in their business!
If the client is looking for additional strategy implementation and maintenance services, we will discuss which monthly package aligns best with their business goals and financial situation, and will either move forward working with them, or will put them on a waiting list depending on our availability at that time.
When the client subscribes to a monthly service package, we will credit the amount paid for the initial consultation to the onboarding fee, which is a one time fee starting at $2,000 and may increase depending on complexity. The onboarding fee includes an individually tailored tax plan designed to provide a roadmap for financial growth and increased tax savings through advanced strategy implementation and maintenance processes.
Our services are best suited for small and medium sized business owners and real estate investors who are tired of feeling overwhelmed by their finances, suspect they are overpaying in taxes, and are ready to take a proactive approach to managing their tax obligations and scaling their businesses.
Our Virtual CFO service provides you with high-level financial assessments and strategies, ongoing business consulting, and comprehensive financial management services, all tailored to the needs of your growing business without the cost of hiring a full-time CFO.
Yes! Our monthly tax advisory packages are designed to give you the flexibility to add on bookkeeping and payroll services if you choose. Our virtual CFO packages include bookkeeping and payroll services to ensure your business finances are being taken care of from all angles. Additionally, your virtual CFO is there to ensure that you are working within your budget, you are prepared for financial instability, that you have access to forecasts, and that you are receiving consistent reviews of your financial reports so that you have financial statements you can rely on. Our virtual CFO is there to assist the client in documenting financial goals, developing actionable plans, and to provide insights into areas the business may be struggling in.
If you are in need of bookkeeping and/or payroll services, we can build those services into your monthly advisory packages for an additional fee. We do not offer bookkeeping and/or payroll services “a la carte”, meaning the client must be signed up for a monthly tax advisory or virtual CFO subscription, and must be willing to use Quickbooks Online for their bookkeeping software. We generally work with either ADP or Quickbooks Online Payroll to assist our clients with their payroll needs.
In order to help our clients get the highest return on investment possible, we believe that consistent and proactive tax planning, implementation, and maintenance is a necessity. We offer tax preparation services as an add on to our monthly tax advisory and virtual CFO subscriptions, however; because we are committed to delivering the most value possible, we do not accept clients who are looking for a one-time tax return preparation service.
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