Services built around your actual problems
Not a feature list — a set of answers to the questions that keep you up at night.
The problem
Quarterly taxes sneak up on you, deductions feel like guesswork, and one missed category costs you money at filing time.
Our solution
Bookkeeping & Tax Planning
We handle monthly bookkeeping through QuickBooks — categorizing transactions, reconciling accounts, and building your tax picture before deadlines hit, so quarterly payments and deductions stop being a surprise.
- Bank transaction download and categorization by IRS code
- Monthly P&L and cash flow reporting
- Schedule C and Schedule E tax projection support
- Deduction optimization based on your business model (home office, vehicle, depreciation)
Typical engagement: $500–$800/month depending on complexity.
The problem
You don't know if the business will break even this year, what happens if a big expense hits, or how to talk numbers with a lender or investor.
Our solution
Financial Reporting & Forecasting
We build spreadsheet-based financial models tailored to your business — transparent, editable, and built to answer the specific growth or financing question you're facing.
- 12-month revenue forecast models
- Expense scenario comparisons (fixed vs. variable)
- Break-even analysis
- IRR and NPV analysis for capital decisions
Typical engagement: $1,200–$3,000 per project.
The problem
You're pre-launch or early-growth and not sure how to price your offer, structure revenue, or where to spend your limited marketing budget.
Our solution
Business Model & Strategy Development
We map your target customer, pain points, and revenue model, then hand you a strategy brief with a cost-reduction matrix and a marketing spend calculator you can act on immediately.
- Target customer and pain-point mapping
- Revenue model development (subscription, commission, licensing)
- Cost reduction and vendor consolidation plans
- Advertising and lead-gen budget planning
Hourly or fixed-scope: $150–$250/hour.
The problem
You're worried about being audit-ready, or you're not sure your books and records would hold up if a lender, investor, or the IRS asked to see them.
Our solution
Compliance & Documentation Support
We help you set up compliant, audit-proof documentation practices from EIN registration through expense logs, so your paperwork is ready before anyone asks for it.
- EIN and state registration guidance
- Banking separation best practices
- Expense log systems and cloud documentation workflows
- Annual reporting calendar for taxes, license renewals, and payroll
Included in bundled advisory packages, or billed hourly.
Category II
Interactive financial templates
Downloadable Excel and Google Sheets tools with built-in formulas, dashboards, and instructions — built to be used with or without an advisory engagement.
Not sure which service fits?
Tell us about your business in a free consultation and we'll point you to the right starting point.