1. New Clients
- FREE 15 Minute Bookkeeping Consultation - Intro
15 minutes
Our discovery call is an intro to examine the problems you're facing and gain a shared understanding on what success looks like to you. Our session will allow us to chart a path forward and determine if we are a fit to work together in ...
- FREE 15 Minute Consultation - Intro
15 minutes
Our discovery call is an intro to examine the problems you're facing and gain a shared understanding on what success looks like to you. Our session will allow us to chart a path forward and determine if we are a fit to work together in ...
3. Small Business Solutions
Business Start Up Consulting45 minutes @ $80.00
My Offer: To apply my accounting & strategic insights to you & your business. Things I have been known to help people do in one session: ✔ give them insight on which business entity will work for them and why ✔ help them figure out nex ...
Small Biz Strategy Session1 hour @ $105.00
Time to dive deep. Our strategy session allows us to talk about everything you need to move forward with implementation in order to reach your goals.
Trouble Shooting - Bookkeeping Correction Extended Session2 hours @ $335.00
You have an issue with something you did to your day to day bookkeeping records. This call is ideal for multi-month issues. Outsourced bookkeeping services are a solution to all these problems as they employ experience and knowledgeable ...
Trouble Shooting - Bookkeeping Correction Session45 minutes @ $125.00
You have an issue with something you did to your day to day bookingI records. This call is ideal for one off questions and quick fixes. Outsourced bookkeeping services are a solution to all these problems as they employ experience and k ...
Consulting & Coaching Services - Virtual1 hour 30 minutes @ $260.00
For those businesses that want to pick my brain and get solutions in real time. A hybrid of consulting & coaching services. Use this appointment to brainstorm, implement strategy, troubleshoot your accounting tool or process.
4. Personal Finance Solutions
Personal Financial Planning2 hours @ $247.00
Pick My Brain: Insight and Guidance1 hour @ $123.50
Our discovery session gives us 30 minutes to dive in & identify how we can work together to get you where you want to go. A hybrid of consulting & coaching. My goal is to use this time, to understand the details of your situation & make ...
Strategy Session1 hour 30 minutes @ $185.00
Time to dive deep. Our strategy session allows us to talk about everything you need to move forward with implementation in order to reach your goals.
5. Taxes
Tax Consulting30 minutes @ $57.00
Are you seeking tax advice? Allow me to be a resource. I can help you make smarter tax saving decisions and provide recommendations. You'll benefit most from my service if you have a complicated tax life, with factors such as: - majo ...
Business Tax Assistance1 hour 5 minutes @ $175.00
Our Call will evaluate how you are currently handling expenses and making sure you're receiving every tax deduction your business deserves. We will also talk saving and investment strategies.
6. Investments
Becoming A Homeowner1 hour @ $97.00
Estate Plan
Individual - Will based Estate Plan$400.00
Estate plan
Couple - Will based Estate Plan$500.00
Estate planning
Individual - Trust based Estate Plan$1,495.00
Estate planning
Couple - Trust based Estate Plan$1,800.00
Estate planning
Payment plans
- Accountability - Check Ins (15 min/week)
$19.25 per week for 4 weeks ($77.00 total)
Pay 4 installments of $19.25 for our accountability sessions. Book your weekly check ins .
gift certificate
$250 Gift Certificate$250.00
Gift Certificate for $250 redeemable for consultation/SBS services. Gift a business owner with the fundamentals needed to succeed. Let an expert help you avoid mistakes and spend time doin what they love.
$500 Gift Certificate$500.00
Gift Certificate for $500 redeemable for consultation/SBS services. Gift a business owner with the fundamentals needed to succeed. Let an expert help you avoid mistakes and spend time doing what they love.
$1,000 Gift Certificate$1,000.00
Gift Certificate for $1,000 redeemable for consultation/SBS services. Gift a business owner with the fundamentals needed to succeed. Let an expert help you avoid mistakes and spend time doing what they love.
