What could be possible for your profits if you were proactive with your business finances?

When you run a business, you don’t have the time to scour the web and run countless Google searches to try and do all your own research. Stop researching and start There’s a more effective, efficient way to get the answers you needgetting answers about your business planning, taxes, product pricings, and more.

I will assist you in developing a business strategy to ensure you remain solvent, while still growing. Here’s what ongoing business advisory services include:

• Review of business entity, financials, systems, and processes.
• Assistance with financial planning and analysis, forecasting, cash flow, etc.
• Help you decide when, how much, and how often to pay yourself.
• Quarterly estimated tax calculations.
• Quarterly meetings to provide ongoing accountability and to discuss your business results, projections, and goals.
• Availability via email for ongoing accounting support.
• Tax return preparation and filings.

The cost of advisory services depends on the unique needs and goals of your business, but the average investment is $297 per month.

This solution is best for business owners who have gross annual revenue (before expenses) greater than $100,000, and have been in business for 2 years or more.

Sometimes you need more than just a single question answered — but you don’t need a CPA to help you throughout the year.

Sound familiar? A Quick Start Session might be the perfect fit. It includes:

• A 60 – 90-minute meeting to go into more detail about your situation.
• You’ll fill out a questionnaire ahead of time to make the most of our time together.
• In-depth advice on 1-2 of your most pressing financial questions.
• A 1-2 page PDF, highlighting my recommendations and specific action steps you can take to start making progress toward solving your problem or accomplishing your goal.
• Upon presentation of my recommendations you’ll get unlimited email access to me for one month.

The cost for a Quick Start Sessions cost is a one-time up-front fee of $500. This is a one-time fee.

Not sure if a Quick Start Session is right for you? Here are some examples of topics I’ve covered for other clients to give you an idea of what we can cover together:

• QuickBooks Online set up and training
• Creating a business budget
• Business entity review
• Review of pricing for products or services
• Reasonable compensation for S-Corp business owners
• A review of capital raising options, current debts and/or a debt repayment strategy

Just have a few questions? Have most of your finances down pat but struggling with a single challenge you’d like a professional to address?

You can get your CPA on call through consulting and one-time project-based work, available for $200 per hour.

Contact us to discuss your project and to obtain a quote. We require 50% of the quoted hourly fees to be paid in-full before work can begin. Any balances for hourly rates will be due upon completion of the service.