Consulting Services
- To provide expert advice, guidance, and solutions to individuals or organizations seeking assistance in a particular area of expertise - Our billing team will contact you once scheduled to request a prepayment. - Consulting appointments may include billable time to review the client's request before the appointment. Consulting services for clients without signed engagements are billable at $225.00 per hour unless stated otherwise.Bookkeeping Support Services
- To discuss, advise, and support your next steps in financial clarity and strategy. - You should meet with your assigned bookkeeper or accountant if you have a monthly engagement. - Clients with signed monthly engagements will be billed with your next monthly invoice. Clients without signed bookkeeping engagement will receive a consulting service invoice for prepayment for this appointment.Tax Preparation Support Services
- To review your tax return preparation and discuss tax strategy per your signed engagement(s). - Appointments are included with your signed & active annual tax return engagement. (Engagements are considered closed after the return is e-filed). Clients without signed tax engagement will receive a consulting service invoice for prepayment for this appointment.New Business Creation
- To discuss plans and action items related to structure type, business name, and other planning actions for your new business creation. - These appointments may be included in the cost of an existing Business Creation Engagement If a client books this appointment and chooses not to engage our business creation services after the meeting, then the appointment will be billable at $225/hour