EXPERT 1:1 confidential CONSULTATIONS

Unlock expert insights tailored to your financial and business needs.
Choose from a 30-minute quick consult or a 60-minute deep dive.

 

30-MINUTE CONSULTATION
Perfect for focused insights on key financial areas, this quick session covers:

COST: $75
TAX ESTIMATES - Gain a snapshot of your projected tax obligations
PROFIT & LOSS REVIEWS - High-level evaluation to understand your current standing
QUICK TRAINING CALL - Get clarity on specific areas to optimize your finances

 

60-MINUTE CONSULTATION
Looking for an in-depth review? Our full consultation offers a comprehensive approach:

COST: $135
TAX ESTIMATES - Detailed analysis of your tax outlook, tailored to maximize your position
PROFIT & LOSS REVIEWS - Extensive review to identify strengths, weaknesses, and opportunities
TRAINING CALL - Receive customized training on key financial tools and practices
IN-DEPTH DISCUSSION - Time for us to explore any additional questions or topics unique to your business