Build a Stronger, More Profitable Business Starting With a DreamWalk Session
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A guided, strategic session where we listen to your goals, identify what’s holding you back, and map the exact steps to scale with clarity and confidence.
WHY BUSINESS OWNERS TRUST COUNT ON THAT
Smart, Scalable Support for Every Stage of Your Business
From bookkeeping to advanced analytics to high-level strategy — we provide the financial systems and guidance small business owners need to grow sustainably.
Compliance
The essential foundation every business must have to operate smoothly, avoid penalties, and stay ready for funding or potential sale.
Bookkeeping
Payroll
1099 filing
Federal/State/Local tax filings
Document compliance
Operated by trained accountants & specialists
Growth
Advanced financial insights for businesses ready to optimize, expand, and understand their numbers at a deeper level.
Business analytics
Tax planning
Access to a business analyst + tax planner
Freedom
High-level, ongoing strategic consulting for business owners who want to scale, expand, or prepare for exit.
Regular meetings with a business consultant
Advanced strategies, planning, and tools
Includes all benefits of Tier 1 and Tier 2
Ready to get started?
The DreamWalk Process
A unique strategic mapping system that identifies:
What you're trying to accomplish
What issues are holding you back
Which tier of service fits your real needs
The fastest path to reach your goals
Real Expertise
Count On That is led by Jeff Levell, a successful business owner who has already built and exited a business. The entire team works remotely from the Philippines — trained, efficient, and aligned around elite service and client results.
Ideal Clients
Business owners who are:
Just starting up
Scaling past 6-figures
Managing up to 100 employees
Located in Washington (primary market), but also clients across the U.S. — especially California
Even international clients whose businesses operate in Washington
Don't worry, we can help!
~Other CPA firms, bookkeepers, tax preparers, fractional CFOs — but none offer the DreamWalk advantage.~
OUR GOALS FOR YOU
Gain Clarity
When people come to Count On That, it’s usually because their finances feel confusing, stressful, or uncertain.
“Gain clarity” means we take everything that feels messy or overwhelming about your business finances—and turn it into something clear, organized, and actionable.
Instead of guessing, worrying, or reacting at the last minute, you finally see what’s actually happening.
Establish Rock-Solid Financial Systems
At Count On That, establishing rock-solid financial systems means putting reliable, repeatable processes in place so your business finances run smoothly without constant oversight.
No more duct-tape solutions.
No more “I’ll fix it later.”
No more wondering if things were done correctly.
Rock-solid systems give your business a strong financial foundation that holds up as you grow.
Protect Their Business
At Count On That, protecting your business means eliminating financial risks before they turn into expensive problems.
Most business owners don’t realize they’re exposed until it’s too late—an audit, a penalty, missed filing, or a cash-flow issue that could’ve been avoided.
Protection isn’t fear-based.
It’s preparedness.
Increase Profitability
At Count On That, increasing profitability isn’t about working harder or chasing more sales—it’s about keeping more of what you already earn and making smarter financial decisions.
Most businesses leak profit in small, unnoticed ways:
misclassified expenses, poor visibility, inefficient processes, and decisions made without real numbers.
Profitability improves when clarity and systems are already in place.
Plan Taxes Wisely
At Count On That, planning taxes wisely means taking control before tax deadlines—not scrambling after the fact.
Most business owners only think about taxes once a year, when it’s too late to change the outcome. That usually leads to overpaying, unnecessary stress, and missed opportunities to keep more of what you earn.
Wise tax planning is proactive, not reactive.
Grow Sustainably
At Count On That, growing sustainably means building a business that can scale without chaos, burnout, or financial breakdowns.
Fast growth without structure often creates more problems than progress—cash-flow stress, rushed decisions, disorganized finances, and constant firefighting.
Sustainable growth is intentional.
Work toward financial freedom
What others are saying
I came in with just general questions about bookkeeping. I didn’t know a thing about it and he… from scratch, step by step, walked me through what I needed to know.
Patrick Clemo, President, Westside Tree CareI
By having Count On That help us determine what areas of our company are more profitable than others, we are able to put resources toward that side of the company and grow it at a faster rate than we would’ve beforehand.
Dan Schuler, President, Alexander GOW Fire Equipment Company
Jeff is very thorough on following up and meeting deadlines as well as simple things like payrolls. It has been excellent.
David Castiglione, Owner, Kolbe Gallery
What others are saying
I came in with just general questions about bookkeeping. I didn’t know a thing about it and he… from scratch, step by step, walked me through what I needed to know.
Patrick Clemo, President, Westside Tree CareI
By having Count On That help us determine what areas of our company are more profitable than others, we are able to put resources toward that side of the company and grow it at a faster rate than we would’ve beforehand.
Dan Schuler, President, Alexander GOW Fire Equipment Company
Jeff is very thorough on following up and meeting deadlines as well as simple things like payrolls. It has been excellent.
David Castiglione, Owner, Kolbe Gallery
Ready to Build a Stronger, More Predictable Business?
Book your DreamWalk session now — spots are limited.