Consulting
Take Your Business to the Next Level
Schedule your free 30 minute introductory call today!
One-Time Business Consulting
Tailored support for entrepreneurs seeking immediate guidance.
$700
one-time fee
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Includes:
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2 Hours of Meeting Time
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Comprehensive Strategy Plan
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Tax Overview
Small Business Tax & Growth Strategy Package
For business owners who are paying too much tax and/or debating hiring help
$800
one-time fee
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Includes:
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2.5 + Hours of Meeting Time AND Quarterly Adjustments for 1 Year
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Tax Reduction Strategies
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Business Growth Strategy
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Process Improvement & Optimization
New Business Owner Success Package
Smooth transition for those acquiring a business through inheritance, purchase or succession
$1500
one-time fee
✓
Business Transition Roadmap
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4+ Hours of Meeting Time AND Monthly Check-Ins for the First 6 Months
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Entity Structure & Compliance Review
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Financial & Tax Strategy Setup
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Operations & Process Optimization
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Team & Contractor Management Guidance
Add-On Services
Additional services
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Additional consultation / inquiry time billed at $300 per hour
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Bookkeeping services starting at $500 per month
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A la carte filing with the IRS or Secretary of State starting at $100 per filing
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