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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 some free business advice.

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Step 2:
Send Documents

You’ll send me your prior-year tax returns, accounting records, and answer my comprehensive discovery survey.

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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.

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