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Profit & Growth Consultation: Advisory

We start by getting to know you and your business. With our highly personalized approach, we make sure that all of our recommendations are aligned to your unique goals and objectives.

1 hour 15 minutes

Life Insurance - Needs Assessment

Gather personal information from client and review life plan goals to offer a product that best fits your needs.

Free · 45 minutes

Business Formation Assessment

With specific business activities and goals determined at the outset, we help you avoid the common pitfalls that many new small business owners face.

Free · 45 minutes

Bookkeeping Consultation

Virtual/In-person meetings to discuss your business needs. and/or Establish partnership agreement

1 hour

Bookkeeping: Discovery Meeting

Review findings of QBO account, present client with estimate of Cost ( Estimate Completion Date for Clean-up)

Free · 30 minutes

Bookkeeping: Review Meeting

Review updates to QBO account during Clean-up, On-going Bookkeeping services, etc.

Free · 30 minutes

Tax Planning Session

We help you uncover all available deductions, implement business strategies to maximize your post-tax income, and ultimately save you a lot of time and money come tax season.

1 hour 15 minutes

Tax Preparation: Personal

E-file Individual Federal & State income tax returns. Estimated time of completion 25-45 minutes

45 minutes

Tax Preparation: Business

E-file of Business tax returns, including Sales & Payroll tax

1 hour 30 minutes


Ty Davis, EA