Some moments require extra, focused support outside your package:
- S-Corp vs. Partnership Entity Review
- QuickBooks Setup Best Practices
- Financial Projections for Sale or Exit Planning
Project-Based Services
Some financial moments call for focused, expert attention.
Our standalone engagements deliver clarity exactly when you need it most:
✔️ Entity Review
Not sure which business structure is right for you? Heard you should be an S-Corp but aren’t sure why—or if it’s the best fit? We can help.
Our Entity Review Package includes:
- A 30-minute virtual consultation
- A customized side-by-side analysis of entity options
- A detailed report
- A 15-minute follow-up call
Investment: $795
QuickBooks Steup & Best Practices
Build a clean, efficient accounting system right from the start. We’ll set up or optimize your QuickBooks to ensure it works for you—not against you.
Starting at $695
Financial Projections for Sale or Exit Planning
Build a clean, efficient accounting system right from the start. We’ll set up or optimize your QuickBooks to ensure it works for you—not against you.
Starting at $695