You're making money. But you don't know if you're actually KEEPING it. Because here's what's keeping you up at night:
You don't know if you're actually profitable
You're terrified of what you'll owe in taxes
You're undercharging (but don't know by how much)
You feel like you're working SO hard but not keeping enough
GRAB The Profit Protection Starter Kit TO Stop the Money Leaks Before They Drain Your Business! 
For $347 vs. $997, I'm giving you the exact foundation that stops the money leaks—BEFORE they drain your bank account, energy, and peace of mind!
Monica
Accountant

"If you're looking to get your financial house in order, the take advantage of the opportunity to work with Alex. After working with Alex, I now have a clear plan with strategies to accomplish my goals."

Most entrepreneurs are:
Undercharging (and don't realize it) 
Overpaying on taxes (by $10K-$25K+) 
Missing deductions (hundreds to thousands annually) 
Operating without clear financial systems 
Guessing at their numbers instead of knowing 

Sound familiar? Guess what? It's not your fault or theirs!

No one teaches you this:
How to structure it properly (so you're not overpaying the IRS by $10K-$25K) 
How to maximize deductions you don't even know exist 
How to price for PROFIT (not just to cover expenses) 
How to manage your money without drowning in spreadsheets 
How to pay yourself properly 

And by the time you hire a CPA? You've already left thousands on the table. This Black Friday, I'm giving you the foundation for less than ONE tax consultation.

Get the essential trainings, tools, and templates that my 6-7 figure clients use to: 

Identify profit leaks immediately 
Stop overpaying the IRS 
Build sustainable financial systems 
Price for actual profit (not wishful thinking)

Investment: Less than ONE client payment. Less than ONE tax consultation. 

Just $347 to get the financial foundation that could save you $10K+ in your first year alone.

Guarantee: If you implement just ONE strategy from this bundle and don't save at least $347 in the next year, email me. I'll refund you.
Here’s exactly what you’ll get in this game-changing STARTER KIT:

Clarity on where your profit is leaking – You're working too hard to not know where your money is going. No more guessing if you're actually profitable or just busy. You'll identify the three silent profit killers (tax trap, expense ghosts, time trap) and learn exactly how to plug them—so you can finally stop bleeding money and start keeping what you earn.

Confidence to price for real profit – No more undercharging because you're scared to raise rates or don't know what to charge. You'll gain the clarity and tools to price based on your actual costs, time, and value—so you can make empowered pricing decisions that align with building wealth, not just covering bills.

Freedom from tax anxiety– You didn't start your business to dread tax season or panic about what you'll owe. You'll discover how to minimize your tax liability legally by learning to claim deductions you didn't know existed and structure your business to keep more of what you earn—without guilt, surprise bills, or IRS stress.

A sustainable money management system – This isn't just about fixing today's chaos. It's about building a foundation that makes managing your finances effortless for years to come. You'll implement the Money Date Night framework so you always know what's coming in, what's going out, and where your money is actually going—no more avoiding your numbers or drowning in spreadsheets. 

The starter kit includes: 

6 Foundational Trainings (Lifetime Access)- This isn't just "learn and leave." You get complete access to all six trainings (X Marks the Profit, Stop Chasing Clients Masterclass, Relational Wealth, Tax Savvy Funding Ready, Money Date Night, and 12 Missed Deductions) that you can revisit and refine your money strategy as your business grows. These are the essentials my 6-7 figure clients use to protect their profit.

Implementation Tools & Templates - You're not starting from scratch. You'll have access to proven templates, calculators, and workbooks (Stability Number Calculator, Relational Wealth Audit, Money Date Night Workbook with journal prompts) so you can apply what you learn immediately—no guessing, no starting from scratch.

Meet Alex Davis: Getting Women Their Money Back

Here's what Alex sees constantly: Brilliant, successful women building 6-7 figure businesses, working their hearts out, serving clients beautifully, doing everything "right"—but when she looks at their numbers? 
They're overpaying the IRS by $10K-$25K+ annually. 
They're underpricing by 30-50% (leaving six figures on the table). 
They're missing deductions worth thousands every year. 
They're bleeding profit through leaks they can't even see. 

And it's not their fault. No one ever taught them this. As one of just 0.5% of women to hold both CPA and Certified Financial Planner certifications, Alex brings rare dual expertise in tax strategy and wealth planning. 

But what really sets her apart is her Holistic Money Mastery Framework—integrating three pillars most financial professionals ignore: 
Financial Foundation (entity structure, tax optimization, systems) 
Money Mindset (beliefs, patterns, nervous system regulation) 
Source Connection (energetic alignment, nervous system regulation) Most CPAs focus solely on numbers. 

Alex focuses on the whole woman. Why? Because she's been exactly where you are. After a decade in public accounting managing multi-million dollar portfolios, Alex experienced what happens when you prioritize profit over peace: burnout. She was successful by every measure but depleted inside. That's when everything shifted. She realized you can't build sustainable wealth from a dysregulated nervous system. 
You can't receive abundance when your body is in survival mode. You can't step into your next level running on empty. 

So committed her firm AGA Tax & Consulting Services to take a different approach—one that helps first-generation wealth builders (especially high-achieving women) get their money back AND protect their peace. 
The results: 
Clients saving $10K-$25K+ in taxes through strategic entity structuring 
Profit increases of 30-50% by fixing pricing and plugging hidden leaks 
Businesses restructured to add $50K-$200K+ in annual revenue 
Women finally keeping what they earn, and feeling good about it 

When she's not helping clients transform their finances, you'll find Alex living the soft life she teaches: beachside in Sarasota, spa days scheduled, and actively creating a life and business that lights her up!

Megan
Life Coach

"Alex empowered me. She gave me all the resources and walked me through the best plan of action in a way that lit me up. Alex is the true financial empowerment queen so if you've been on the fence, I suggest working with her immediately!"

What’s financial clarity really worth?

Let’s break it do

Here's what financial confusion actually costs you: 

    Overpaying the IRS: $10K-$25K+ annually (because you don't know about entity optimization) Underpricing by 30-50%: Six figures left on the table over time
    Missed deductions: Hundreds to thousands every year 
    Trial & error: Months or years of expensive mistakes 
    Hiring help piecemeal: $1,500-$5,000 for consultations that only solve one piece 

    This kit solves ALL of it—for $347. Full value: $997 

    Because I'm tired of watching brilliant entrepreneurs bleed money. That ends now.

Here's what I know about you:

You didn't land on this page by accident. Something resonated—whether it was seeing your own story (making money but never feeling stable), the promise of tax savings, or just the relief of someone finally getting what you're going through.

That pull you're feeling? Trust it.

Now you get to choose:

Option 1: Keep doing what you're doing—hoping things get clearer on their own, stressing about money, and leaving thousands on the table.

Option 2: Invest $347 and finally get the financial foundation, clarity, and peace you've been wanting.

No pressure. No judgment. Just an invitation. I'm here to guide and support the women who are ready. 
If that's you? I'm so ready to support you. The Starter Kit is waiting. The tools are ready. Enroll now!

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Upgrade to get my eyes on your numbers! 

Don't miss this amazing offer!

Year-End Profit Review 1:1 Mini Intensive, only $1,997 vs $2,500!
You're already protecting your profit with the Starter Kit. Now get expert eyes on YOUR specific numbers before year-end. Here's what you get:
Targeted 3-Point Profit Review: I'll review your submitted documents and identify your top 3 most important profit opportunities—bookkeeping errors, missed deductions, entity structure issues, or tax-saving strategies you're overlooking.
The Profit Opportunity Snapshot: A one-page red/yellow/green flag report showing you exactly what to prioritize first so you're not overwhelmed.
Recorded Video Walkthrough: I'll walk you step-by-step through your top 3 opportunities, giving you clear, actionable guidance you can share with your bookkeeper or implement yourself.
30-Minute Q&A Session:  Session to address any outstanding questions to support you implement with confidence.  

This is a high-level expert review to give you quick wins and clarity before year-end—not a comprehensive audit.

I felt so seen and able to get the tools I needed! See FULL testimonial below

Kait
Fitness Coach

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  • Total payment
  • 1xThe Profit Protection Starter Kit$347
    -+

All prices in USD

HERE'S WHAT THE PROCESS LOOKS LIKE:
Step 1: Purchase Your Starter Kit

Secure your spot for the program by enrolling.

Receive confirmation email and details to access portal. Be sure to add the email addresses support@agataxservices.com and alex@alexcdavis.com to your primary account to avoid emails going to spam.

Step 2: Access Starter Kit Material

You'll receive the email with all details on how to access the portal for the Starter Kit.

Upgraded to VIP? You'll receive an email with a questionnaire and information on how to upload documents for my review.  

HAVE QUESTIONS? I'VE GOT ANSWERS
  • How do I know if this program is for me?
    This Starter Kit is perfect for you if you're a first-generation entrepreneur making $50K+ in revenue and you're tired of guessing at your numbers. It's designed for women who are done stressing about taxes, wondering if they're actually profitable, and leaving money on the table because no one ever taught them how to protect their profit. If you're ready to finally understand where your money is going and how to keep more of it—without hiring a full financial team yet—this is for you.

    Not quite right for you if: You're making under $50K and need to focus on client acquisition first, or if you want done-for-you services (this is self-study with group Q&A support).
  • What is the refund policy?
    I stand behind this work 100%. If you implement at least ONE strategy from the Starter Kit and don't save or earn at least $347 in the next 12 months, email me and I'll refund you. No questions asked. I'm confident these trainings will deliver value, I just need you to actually use them.
  • What if I’ve tried financial programs before and nothing worked?
    I get it. You've probably bought courses that promised clarity but left you with more overwhelm. Here's what makes this different: these aren't generic money tips. These are the exact strategies I use with my 6-7 figure clients—the same ones that have saved them $10K-$25K in taxes and increased profit by 30-50%. Plus, this isn't just information dumping. You get actionable tools (calculators, templates, workbooks). This is practical, not theoretical.
  • I’m sold! But, I need personalized support, how do I work with you 1:1?
    Love this energy! If you want expert eyes on YOUR specific numbers (not just general training), you have two options:
    Year-End Profit Review ($1,997) – I'll review your financials and give you your top 3 profit opportunities in a recorded video walkthrough. Perfect if you need targeted guidance before year-end. Spots are limited.
    Year-End Financial Clarity VIP Intensive ($3,500) – Complete financial review (business + personal), custom Entrepreneur Financial Clarity Report™, 60-minute strategy session, and implementation support. Please email me at support@agataxservices.com.
  • What do you need from me beforehand?
    Nothing! This is a self-study starter kit, so you can dive in immediately after purchase. No intake forms, no prep work, no waiting. Just log in and start with whichever training calls to you first (though I recommend starting with "X Marks the Profit" for quick wins).
  • Is there a payment plan available?
    Yes! There are flexible payment options via Klarna, Affirm, or PayPal Pay Later – Choose a payment plan that works best for your cash flow and get started immediately.

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