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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
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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
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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
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Bookkeeping Consultation
Virtual/In-person meetings to discuss your business needs. and/or Establish partnership agreement
1 hour
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Bookkeeping: Discovery Meeting
Review findings of QBO account, present client with estimate of Cost ( Estimate Completion Date for Clean-up)
Free · 30 minutes
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Bookkeeping: Review Meeting
Review updates to QBO account during Clean-up, On-going Bookkeeping services, etc.
Free · 30 minutes
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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
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Tax Preparation: Personal
E-file Individual Federal & State income tax returns. Estimated time of completion 25-45 minutes
45 minutes
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Tax Preparation: Business
E-file of Business tax returns, including Sales & Payroll tax
1 hour 30 minutes
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