Perfect for:

Business owners managing their own bookkeeping but needing expert financial and tax strategy

Clients who aren’t ready for full-service monthly support

Pricing:

$300/month or $850/quarter

Custom pricing available for project-based work

What’s Included:

Monthly or quarterly strategy calls (30–45 minutes)

Business performance review (client provides financial reports or summaries)

Estimated tax support

General email support for financial and tax-related questions

Expert guidance on topics such as:

S-Corp setup

Owner compensation strategies

Tax deductions

Retirement planning

Entity selection and changes

Optional Add-Ons:

One-time bookkeeping review: $250

Tax planning session: $500

Upgrade to a full-service retainer within 30 days and apply your advisory fee toward the package

Note:
This package does not include ongoing bookkeeping, payroll, or tax preparation—those can be added separately.