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The Paid Stuff

Accelerate your success with advisory services.

Group advisory – $75/m 

Biweekly Groups Q&A Calls – live Zoom Q&A call to discuss your business questions
Recordings & Community – access to all previous Q&A calls and Slack community
Book Club – each month we’ll read, review, and discuss a business book

Monthly 1:1 advisory – $275/m

Everything in Group Advisory
Plus: Monthly 1-on-1 Advisory Call – private Zoom call to ask specific questions and get personalized advice

CFO-lite – $975/m

Everything in Premium Group Advisory
Plus: Strategic Planning – develop a 3-month strategic roadmap
Plus: Weekly Accountability Calls – calls to keep you on track
Plus: 24/7 Access – call my private number 24/7, no appointments necessary

Compliance – custom quote

(Only for legacy and advisory clients.)

Accounting – monthly transaction categorizations & bank and/or credit card reconciliations
Tax Returns  annual federal & state business tax returns
Payroll Setup  setup software for DIY payroll

Personal tax returns

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