Advisory & Consultation
For when you need a thinking partner, not just an answer.
Mini Consults
One question per session, with no ongoing commitment required
$95 for 45 minutes.
Common uses:
"Should I be an S-Corp?"
"Am I setting aside enough for taxes?"
"I got a notice from the IRS. Help."
"Is this expense deductible?"
Practice Setup & Systems Package
Designed for practitioners seeking a solid foundation without paying for unneeded services
$597 one-time flat fee
You'll get essential systems and guidance to confidently launch your practice, giving you everything you need to start on the right foot.
Three sessions covering:
Your thriving wage calculation and business vision
The basics of recording transactions
Chart of accounts setup tailored to your practice
Software setup for Xero, FreshBooks, Wave, etc., based on your workflow preferences
Tax set-aside calculator walkthrough
You will leave with a system that is clear and tailored to your workflow.
If you need more support as you put your new systems into practice, you can book mini consults or consider our ongoing advisory retainer for continued guidance. Resources and checklists are also available to help you stay on track after the initial setup.
Advisory Retainer
Ongoing support beyond mini consults, but less extensive than full bookkeeping
$175 per month
For practitioners who are operational and want continued guidance.
Please note: this retainer does not include transaction entry, hands-on bookkeeping, or tax filing services.
Each month includes:
One 30-minute call per month to address your topics or concerns.
Asynchronous Q&A via the client portal, with responses within two business days.
Monthly financial review with proactive identification of items that may need discussion.
Ideal if you manage your own books but want a second review, or if you want extra support without fully outsourcing.
Requires a 3-month minimum commitment, with the option to continue month-to-month after.
