Services
Are your needs and budget constraints a good fit for my solutions? Take your time to explore below and schedule a complimentary, 20-minute discovery call if you’d like to learn more.
Whether you’re practicing solo or leading a growing team, my service tiers are designed to move you from uncertainty to clarity, with the right level of oversight, education, and strategic support at each stage.
Tier 1: Foundations
You’re a good fit if: you have time and interest in reviewing how your business earns, what’s limiting the earnings, and what should change - before making decisions like payroll or entity structure.
Includes:
Chart of Accounts review to ensure maximum clarity in your financial reports
Monthly bookkeeping summary to validate your numbers
Tax-ready books and insights
No standing meetings. This is an introductory tier to provide peace of mind around your books.
Outcomes:
Peace of mind that your books reflect reality
Confidence because you understand why
Investment in yourself as a business owner
Pricing:
$450/month following a paid initial assessment. Ongoing services offered only if fit is confirmed.
Tier 2: Scaling for Growth
You’re a good fit if: your books are stable and you feel confident that the numbers are right…but you need help managing systemic challenges - like multiple income streams, payroll, pricing strategies, understanding margins, etc. Tax planning and entity strategy are not included at this level.
Includes everything in Tier 1 PLUS:
Monthly strategy call via Zoom
Clear view of income by service type
Expense visibility and profit awareness
Forward-looking cash flow insights
Payroll coordination oversight (ADP only)
Outcomes:
You understand how and where your business makes money
Decisions become consistent, intentional, and calm
You plan confidently…instead of reacting with stress
Pricing:
$950 / month following a paid initial assessment. Ongoing services offered only if fit is confirmed.
Tier 3: Tax Planning & Owner Strategy
You’re a good fit if: your books and systems are stable and your questions are about how you get paid, how your income is structured, and how much you keep after taxes. This tier focuses on your full financial picture, not just your LLC or S-Corp.
This includes everything in Tier 2 PLUS:
Tax planning across all income sources (self-employment, W2, 1099, other)
Entity and structure decisions (LLC, S-corp)
Owner compensation strategy (salary vs distributions)
Income coordination across multiple streams
Coordination with your tax preparer to align planning decisions with tax filings
Outcomes:
You keep more of what you earn
Your income is structured intentionally across all sources
Tax decisions are proactive, not reactive
Your business and personal income work together, not separately
Access:
After initial review
Pricing:
Available After Scope Review
One-Time Advisory Calls
$350 per session
You may not be ready or need monthly services but you may need support.
If you’ve ever asked:
Is my chart of accounts on point?
What is the profit and loss statement or balance sheet supposed to be telling me?
Is there a way to figure out cash flow six months out?
Should I use a payroll service? Why?
Or other pressing questions that are holding you back…
Then you may benefit from an advisory call.
My advisory calls are educational in nature and do not include client-specific analysis.
We focus on general guidance, frameworks, and answering questions to help you better understand your financial decisions.
If you’re looking for detailed analysis or personalized recommendations, that work begins with a paid formal assessment within one of the tiers noted on this page.