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
Ask all your questions about my accounting firm, myself, and the process. Plus, get some free business advice.
You’ll send me your prior-year tax returns, accounting records, and answer my comprehensive discovery survey.
We’ll discuss all the info you’ve provided me. I’ll ask some clarifying questions and point out any potential issues.
I’ll send you a proposal and we’ll get rolling.