• Financial Planning

    • FIRST TIME VISIT with John (at the farm)

      1 hour 15 minutes

    • FIRST TIME CALL: 15-Minute Retirement Ready Phone Call

      15 minutes

    • FIRST TIME VISIT with John (on Zoom)

      45 minutes

    • CURRENT CLIENT (at the farm)

      1 hour 15 minutes

    • CURRENT CLIENT (on Zoom)

      40 minutes

    • CURRENT CLIENT (Phone Call)

      15 minutes

    Small Business Owners - Bookkeeping

    • BOOKKEEPING: PHONE New Client Initial Meeting with Abbi

      30 minutes

      Pick a time that works for you and we'll give you a call at that time. We look forward to talking with you over the phone!

    • BOOKKEEPING: PHONE Current Client Meeting with Abbi

      30 minutes

      Pick a time that works for you and we'll give you a call at that time. We look forward to talking with you over the phone!

    • BOOKKEEPING: ZOOM Business or Nonprofit Registration with Abbi

      1 hour @ $197.00

      If you're ready to get your LLC, PLLC or nonprofit up and running and want to make sure all the paperwork is in order, this meeting is for you. On this virtual meeting, we'll set up your initial paperwork with NC and with the IRS and th ...

    • BOOKKEEPING: ZOOM Business or Nonprofit Consulting Conversation with Abbi

      1 hour @ $97.00

      If you're a new business owner with questions feeling uncertain and nervous about being your own boss, this meeting is for you. With over 20 years of small business bookkeeping experience and knowledge of tax prep and small business tax ...

    • BOOKKEEPING: ZOOM Quickbooks Online Training with Abbi

      1 hour @ $197.00

      If you are new to QBO or would like guidance on utilizing QBO to work most efficiently for your business, this training is for you. Abbi has over 20 years of experience with QB software and will share the basics of QBO with you in this ...