An opportunity for non-clients to get answers on a specific question or questions. This is a great option for those who do their own bookkeeping or have a bookkeeper already, but need a little more information in order to make a decision.

  • When should I become an S-Corp?
  • I’m ready for a retirement plan. What is the best option for me?
  • How do I pay myself? How much should I pay myself?
  • How much cash should I keep in the business?
  • I was shocked when I got my tax bill in April. Why did I pay so much and how can I prevent this from happening again?
  • My income fluctuates a lot. How do I know how much I’ll pay in taxes?
  • I’m not sure my bookkeeping looks correct. Can you take a look at my QuickBooks file?
  • My revenue looks good, but I feel like I never have money in the bank. Where is it all going?

Pricing

Pricing ranges from $360 to $960. On the lower end there will usually be a one-hour meeting with me preparing beforehand and providing written guidance afterwards. On the higher end there may be a more preparation involved, a two hour meeting, written guidance provided afterwards, and a follow up session. Regardless, the price will be determined up front and there is no commitment.

Next Steps

Fill out the form below and we will get in contact you with a quote and a link to schedule a meeting.