Business Accounting

Request a Business Consultation

Tell us about your business, current accounting system and the support you need. We review each submission before providing consultation options.

A business owner and advisor reviewing company records together

Consultation Options

Business Consultations

Qualified businesses interested in year-round accounting services may receive a complimentary 15-minute discovery call after submitting the business questionnaire. Standalone tax, bookkeeping and advisory consultations start at $250. Consultation fees may be credited toward an eligible year-round engagement.

Qualified Retainer Discovery Call
15-20 Minutes
Complimentary
Standalone Business/Tax Consultation
45 Minutes
$250
Extended Consultation
60 Minutes
$350
Formal Tax Planning Engagement
Custom QuoteStarting Around $500
Existing Monthly Retainer Client
IncludedAccording to Package Scope
Section 1 of 5Business and Contact

Start With the Essentials

Tell us who we should contact and where the business operates.

Legal or commonly used business name

Owner or authorized contact

Primary business email

Best direct number

City and state

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