Monthly Strategic Advising & Accounting
#1 – Advising & Accountability
Monthly meetings – 60min Zoom call to discuss your business and set monthly action items
Weekly accountability – 15min Zoom call to check in on your progress
Unlimited access – available by phone, email, and Slack
(Too much? There’s also Advising Lite – 1 meeting & 1 accountability call per month with limited access.)
#2 – Tax Compliance
Tax returns – Business and personal tax returns
Annual tax planning – A year-end checkup to make sure you’re on track
Reasonable compensation study – figure out how much to pay yourself (for S-corps)
#3 – Monthly Accounting
Capture every deduction – properly categorized transactions so you don’t miss a single deduction
Monthly Profit & Loss – monthly P&Ls to review your finances
Cloud software – view your accounting from anywhere
Schedule a free Intro Call
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Step 1:
Initial Call
Ask all your questions about my accounting firm, myself, and the process. Plus, get a touch of free business advice.
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Step 2:
Send Documents
You’ll send me your prior-year tax returns and accounting records.
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Step 3:
Review Call
We’ll discuss all the info you’ve provided me. I’ll ask some clarifying questions and point out any potential issues.
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Step 4:
Proposal
I’ll send you a proposal and we’ll get rolling.