Bookkeeping
Bronze
Monthly accounting, done right.
- Monthly Accounting
- Review AP, AR, Payroll
- Bank Reconciliation
- Historical Reporting Package
For equine businesses
We help equine businesses reach greater success.
CFO services, proactive tax planning and bookkeeping from two people who grew up in the show pen and built careers in tax, law and accounting.
You’re not alone
Financials gone haywire?
Many business owners we meet share similar frustrations.
- L.01You want to increase profits but not sure how
- L.02You’re dreading a surprise tax bill every year
- L.03The books are in chaos, and you need to dig out
FIX
You deserve an expert who knows tax laws, accounting, and financial strategies to grow your business while freeing up your time.
Welcome to Horsepower Financials
Not just financial experts. Horse people.
We’ve been involved in numbers and horses for over 25 years. We actually met at a horse show! Now married with kids of our own, we deeply appreciate the values, hard work, life lessons, and joys of the industry.
- 2012Our original firm was founded, helping hundreds of businesses and families across the US with integrated legal, tax planning and wealth management.
- 2024We merged passion with purpose to launch Horsepower Financials, focusing exclusively on the equine industry.
Carrie
Estate, wealth and tax planning attorney, author, and speaker.
JR
Expert accountant and tax strategist.
With the finances on track you’ll experience
Keep more of your hard-earned money. Enjoy life more.
- ↑More revenue
- ↑More profit
- ↑More net worth
- ↑More wealth
- ↑More free time. Giddy up.
Service levels
Pick your level.
Tax planning
Silver
Everything in Bronze plus…
- Tax Planning, Core Implementation & Tax Preparation
- Restructure Business To Reduce Taxes
- Implement Core Strategies To Ensure Savings
- Filing to Ensure Compliance
CFO services
Gold
Everything in Silver plus…
- Revenue Forecast
- KPI Tracking
- Monthly 1-on-1 Meetings
- Monthly Financial Video
- Proactive Plan Made To Increase Revenue, Gross Profit, Net Profit & Net Worth
Ask about our Double Tax Savings Guarantee
Gold Level CFO services
Strike gold.
We set ambitious targets, implement strategies to reach them, and hold you accountable. Our ultimate goal? To help you grow your business, increase your earnings, and free up more time to enjoy life. A true win-win.
- 01
Strategic planning
We dive deep into your business financial landscape, identifying areas to grow, scale back, or rethink entirely. By analyzing the “big financial picture,” we pinpoint what needs to expand, shrink, or be eliminated to optimize your performance.
- 03
Comprehensive reporting
With detailed, actionable reports and one-on-one reviews, we make sure you always have a clear understanding of your financial health and business performance. Armed with this knowledge, you’ll make confident, well-informed decisions.
- 02
Risk management
We tackle budgeting, forecasting, and crafting a cash flow strategy that aligns with your business goals. We implement safeguards to protect your assets, prepare you for market challenges, and position you to jump on opportunities when they arise.
- 04
Tracking success indicators
We keep a vigilant eye on the numbers, tracking key indicators to gauge performance and guide you toward goals. We also assess your standing against competitors, identifying where you can amplify your impact and stay ahead of the curve.
Shoutouts from past clients
Down to earth. We have nothing but good to say about this team.
First-class firm. Aligned with us as partners for the long-term.
Highly recommend.
Here’s how it works
Three steps to the win.
01Meet & Greet
Meet & Greet
Let’s jump on a call to go over the numbers. We’ll discuss your goals and explore what level makes sense for you.
02Saddle Up
Saddle Up
We’ll clean up any messes, set up systems, and begin core tax planning + implementation. You get a portal to see it all: accounting, tax savings and strategies.
03Win the Day
Win the Day
Enjoy free time back and full confidence in a strategic plan that delivers tight books, higher profits, and more success.
You always retain full control, but let us guide you to greater success.
Courses & programs
Learn it on your own time.
Self-paced video course
Equine Tax Profit Blueprint
Protect your hard-earned money from tax overpayment with a 6-step equine tax blueprint, without becoming a tax geek or sacrificing your passion.
- 01Common Tax Mistakes Equine Businesses Make
- 02Entity Structure: Choosing the Right Foundation
- 03Maximizing Deductions (Equine-Specific)
- 04Quarterly Estimated Tax Strategy
- 05Year-End Tax Planning Checklist
- 06When to Hire a Tax Pro (and What to Expect)
- FormatSelf-paced video lessons with checklists, calculators and templates
- LengthAbout 3 hours of video. Start with the modules that matter most to you right now.
- AccessLifetime access, including updates for tax law changes that affect horse businesses
- ForBoarding, training, breeding and lesson businesses
Stable finances, smooth rides
From the journal.
The K-1 Confusion: Why Horse Business Owners Get Surprised
If tax season had a mystery villain, it would probably be something called The K-1. Because every March we see the same scene play out. A horse business owner sits down to file their personal taxes……
Read the post →- The March Tax Deadline Alert: What Horse Businesses Still Have Time to FixTax Planning
- Is Your Horse Business a Hobby? The IRS Might Decide This Tax SeasonTax Planning
- Before You File: The 5 Tax Questions Every Horse Business Owner Should AnswerTax Planning
- The First 90 Days Rule: How Trainers Can Set the Tone for the Entire YearTax Planning
Ready when you are
Get a financial leg up. Starting now.
Let’s jump on a call to go over the numbers. We’ll discuss your goals and explore what level makes sense for you.