Services
Bookkeeping Plans
(3)What It Costs to Work With Us
Membership
CPA in Your Pocket
$299.00
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