Stop Guessing. Start Running Your Business Strategically.
Take the first step towards financial success and growth today!
✓ Receive tailored strategies to enhance your business operations.
✓ Get expert advice to maximize your tax savings.
All Services begin with a free 30 minute conversation
Business Optimization Consultation
Business owners who want clarity, direction, and a strategic plan they can actually implement.
This is where everything starts; and for many clients, it’s the most valuable investment they make.
We’ll take a deep dive into your business from both a tax and operations perspective and identify exactly where you can improve, save money, and run more efficiently.
- 2-hour 1:1 consultation
- Tax strategy review (including S-Corp considerations)
- Entity structure analysis
- Business operations and workflow review
- Hiring and growth insights (if applicable)
- Customized action plan with clear next steps
$800
Ongoing Support
For business owners who want consistent guidance and someone in their corner as they grow.
For business owners who want ongoing guidance as they grow, this retainer provides continued support for both tax strategy and business operations. Through quarterly one hour strategy sessions and ongoing access for questions, we work together to adapt your plan as your business evolves so you always have a trusted advisor in your corner, not just a one-time consultation.
- Quarterly strategy sessions
- Ongoing tax and business guidance
- Access for questions as they come up
- Adjustments to strategy as your business evolves
$400/quarter
Online Business Management
Small Team Management
Best for solo business owners and teams up to 4 members
Designed for growing businesses that need structure, organization, and operational support without hiring a full-time operations manager.
Services May Include:
- Job description development and role clarification
- Team onboarding and offboarding coordination
- Team member evaluations and performance check-ins
- Statement of Work (SOW) and contractor agreement development
- CRM setup, implementation, and optimization
- Workflow and process improvement
- Task and project management support
- Operational organization and system creation
- Strategy and accountability sessions
- SOP (Standard Operating Procedure) development
- Calendar and deadline management
- Communication process improvement
- Project implementation and follow-through
Starting at $1500/month
Growing Team Management
Best for businesses with 5–10 team members
For established businesses that need higher-level operational oversight, team management support, and scalable systems to support continued growth.
Services May Include:
- Team structure analysis and operational planning
- Leadership support and team accountability systems
- Advanced CRM implementation and optimization
- Hiring support, onboarding, and offboarding processes
- Team evaluations and performance management systems
- Job description and role development
- Statement of Work (SOW) and operational document creation
- Cross-functional workflow optimization
- Process automation and operational efficiency improvements
- Project implementation, coordination, and management
- KPI tracking and operational reporting
- Strategy sessions and growth planning
- SOP development and internal documentation systems
- Vendor and contractor coordination
Starting at $3500/month
Project Based Services
S-Corp Optimization
Analysis, recommendations, and implementation guidance to ensure your S-Corp is actually saving you money.
$200
Includes:
✓
IRS Form filing
✓
Salary Recommendations
✓
Retroactive Filing (if applicable)
New Business Startup
Get set up the right way from the beginning with entity selection, tax strategy, and foundational systems.
$450
plus filing fees
Includes:
✓
State & IRS Filings
✓
Local Filings (if applicable)
✓
Basic support
✓
How-to Banking Guide
Cleanup & Compliance Reset
For businesses that need to get back on track; entity structure, compliance, and operational organization.
$300
plus filing fees
Includes:
✓
Document Review
✓
Compliance Filings
✓
Tax Strategy Review
✓
Structure Evaluation
💬 A Quick Note on Pricing
I’m not the cheapest option—and that’s intentional.
Most of my clients come to me after realizing that guessing, Googling, or piecing together advice has cost them more in the long run.
My goal is to give you clear, actionable strategy that saves you time, reduces stress, and often pays for itself.
Not sure what you need? That’s completely normal.
Start with the consultation—we’ll figure out exactly what makes sense for your business, and you can decide how you want to move forward.
Disclaimer: I am not an attorney, and the information provided through this website, consultations, emails, or other communications is not legal advice and should not be interpreted as such. Any information shared is for educational and business consulting purposes only.
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