One-time consultations: $150/hr
[1 hour] How to set up an S-corp (filing LLC paperwork and federal S-corp election)
[2 hours] Bookkeeping setup & best practices
[1 hour] May/Jun/Jul estimated taxes, bookkeeping, & payroll check-in
[1 hour] Sep/Oct/Nov estimated taxes, bookkeeping, & payroll check-in
Other frequent topics include: help setting up retirement accounts, personal financial planning, tax planning around variable income
Want to book a one-time consultation? Here's a step-by-step guide.
Consultation bundle
For $300, you'll get 3 consultations (a $450 value).
You can use those consultations whenever you'd like on any topic. But many clients benefit from meeting quarterly (~Jun, ~Sep, ~Nov) to talk about estimated taxes, review bookkeeping, and get their personal finances in order.
Want to purchase a consultation bundle? Create an account to get started!
Full Service Program: $450 / month
Business tax return & personal tax return filings
Complete monthly bookkeeping
5 additional consults annually for business & personal financial planning
Unlimited email support: You have a human on call for tax and financial questions
Want to know more or kick things off? Set up a call here.
BOOKKEEPING OPTIONS
Full Bookkeeping: $300/month
Kickoff meeting to discuss game plan & show you how Quickbooks works
Monthly categorizing & reconciling all transactions in Quickbooks. Your books will be 100% ready for tax time by Jan 15 or earlier each year
Monthly profit & loss statements over email
Want to know more or kick things off? Set up a call here.
Bookkeeping Light: $300 annual
Three 1-hour meetings throughout the year to review your books
Create an account to get started, and choose the Consultation Bundle!