Services

What It Costs to Work With Us

Membership
CPA in Your Pocket
$199.00

Annual Q&A subscription giving clients direct email/text access to a CPA for quick tax & accounting questions — no hourly fees.

Advisory & Consultations
CPA-Led Consultation — Starting at $79

15, 30, or 45 min

Financial Review Consultation
$149.00

 30 min

Business Formation Consultation
$349.00

45 min

Business Structure Review
$329.00

45 min

Accounting & Bookkeeping
Financial Statement Preparation – Initial Consult
$129.00

30 min

Bookkeeping Package Fit Call
$129.00

30 min

QuickBooks Check-Up (Diagnostic Review)
$249.00

30 min 

Tax Services
Tax Preparation On-boarding Call

15 min | Free

Quarterly Estimated Tax Calculation
$125.00

20 min

Tax Planning Consultation
$275.00

45 min

Tax Notice Resolution Session
$225.00

30 min

Fractional CFO Service
CFO Fit Call: Is This Right for You?
$129.00

 30 min