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Image 1 of 1
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Ideal for growing businesses needing structure and strategy
Includes:
60–75 minute consultation
Review of tax filings, bookkeeping records, and financial workflows
Analysis of income, expenses, and deductions
Tax planning strategies for the current or upcoming year
Bookkeeping process optimization recommendations
Review of Profit & Loss and Balance Sheet (if available)
Customized action plan
Follow-up email summary with recommendations
May include:
Light document review prior to consultation
Ideal for growing businesses needing structure and strategy
Includes:
60–75 minute consultation
Review of tax filings, bookkeeping records, and financial workflows
Analysis of income, expenses, and deductions
Tax planning strategies for the current or upcoming year
Bookkeeping process optimization recommendations
Review of Profit & Loss and Balance Sheet (if available)
Customized action plan
Follow-up email summary with recommendations
May include:
Light document review prior to consultation