Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Designed for established businesses or complex financial situations
Includes:
90–120 minute deep-dive consultation
Comprehensive review of:
Tax compliance and filings
Bookkeeping accuracy and structure
Financial statements and cash flow
Tax-saving strategies and entity-level guidance
Bookkeeping system overhaul recommendations
Financial forecasting insights
Risk assessment and compliance review
Strategic planning aligned with business goals
Written consultation summary with prioritized action steps
One follow-up session (15–30 minutes)
Optional Add-Ons:
Ongoing bookkeeping services
Tax preparation or amendment
Monthly financial reporting
CFO-style advisory services
Designed for established businesses or complex financial situations
Includes:
90–120 minute deep-dive consultation
Comprehensive review of:
Tax compliance and filings
Bookkeeping accuracy and structure
Financial statements and cash flow
Tax-saving strategies and entity-level guidance
Bookkeeping system overhaul recommendations
Financial forecasting insights
Risk assessment and compliance review
Strategic planning aligned with business goals
Written consultation summary with prioritized action steps
One follow-up session (15–30 minutes)
Optional Add-Ons:
Ongoing bookkeeping services
Tax preparation or amendment
Monthly financial reporting
CFO-style advisory services