Private Client Consultation

You've built the income. Now build the wealth.

The Clarity Agency partners with a small number of women founders each quarter on year-round tax planning, books, and returns, so more of what you earn stays yours and starts working for you.

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Limited consultations each quarter. Every request is reviewed personally.

Amber Dinh, founder of The Clarity Agency

If this sounds familiar

Success on paper. Uncertainty everywhere else.

Your revenue says you've made it. Your net worth hasn't caught up.
Every April, you write a check that could have funded your future.
You pay everyone on time. Paying yourself is the thing that waits.
You're not sure what you'd have if the business slowed down tomorrow.

None of this means you've done anything wrong. It means no one has been planning with you.

What changes

Most firms report on your year after it's over. We plan it before it begins, so your income has the chance to become wealth.

Know your number.

A written tax plan and projections at mid-year and year-end, so April never arrives as a surprise.

Pay yourself on purpose.

A pay-yourself plan for your salary and distributions, and books closed every month, so every decision is made on real numbers.

Build what lasts.

Retirement plans, entity structure, and family employment, planned into your year, so your profit has somewhere to go.

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The Clarity Partner

Everything, handled by one team.

CLEAR Method onboarding: your books cleaned up, your last two returns reviewed, and your written tax plan
Monthly bookkeeping, a live dashboard, and a written note each month
S-corp payroll and a pay-yourself plan
Mid-year and year-end tax projections
Quarterly strategy sessions with Amber
Retirement, entity, and family employment planning
Real estate strategy through our partner network
Business and personal returns, prepared and filed

Engagements begin at $2,500 per month.

In practice

She was a wedding photographer who had a great year, then received a tax bill she never saw coming. We set her up as an S-corp, put her on payroll, and gave her a dashboard so she sees her numbers every month. Today she's paid up and planning ahead instead of bracing for the next bill.

The Consultation

A private conversation about where your money is going.

Thirty minutes on video with Amber. We'll look at your current structure, where money may be slipping, and what a planned year could look like for you. If a partnership is the right fit, you'll receive a proposal within 48 hours. If it isn't, we'll tell you, and point you somewhere that is.

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The Founder

Amber Dinh

Amber holds an MBA and built her career in public accounting and in the finance departments of multiple Fortune 500 companies. As Senior Accountant for a $15 million manufacturer, she ran the company's entire accounting department.

What she saw in those rooms stayed with her: large companies never wait until April to think about taxes. They plan all year, with people whose whole job is keeping more of what the business earns.

Today she leads The Clarity Agency, bringing that same level of planning to women founders who've built something significant. Her team includes a CPA and an Enrolled Agent, so every plan and every return is backed by credentialed expertise.

Amber Dinh

By Application

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You've done the hard part. Let's make sure more of it stays with you. We accept a limited number of new clients each quarter, and every request is reviewed personally.