Hourly Small Business Consulting

Ask a CFP® and CPA Professional

BOOK A FREE CONSULTATION

Hourly small business consulting is perfect for clients wanting to work with a CPA and financial planner on specific business financial goals. This service enables you to ask us anything regarding your small business finances. Our team will guide you in making strategic business decisions such as becoming an S Corp or implementing tax strategies to reduce your tax bill.

Topics Covered:

  • S Corp Analysis
  • LLC Analysis
  • Maximizing Business Deductions
  • Planning for Self-Employment Taxes
  • Business Financial Reporting
  • Minimizing Taxes
  • Small Business Tax Planning
  • Self-Employed Retirement Plans
  • Bookkeeping Cleanup and Assistance
  • Hiring Employee (W2) vs. 1099 Contractor
New Business

Small Business Startup

Starting a business can be overwhelming because of the many business decisions to consider. Our small business consulting service can help provide you with clarity and peace of mind by setting your business up for success. We offer assistance with business entity selection, tax classification, bookkeeping, and more.

small business tax planning

Small Business Tax Planning

Tax laws are very complex and ever-changing. Our team can help you stay up to date on the most recent tax changes for small businesses. We will help reduce your tax bill in a compliant way. In addition, we will look ahead to future tax years. Tax planning is a year-round commitment; therefore, it should be prioritized.

S Corp Analysis

S Corp Analysis

There are many factors to consider when deciding whether to become an S Corp. Minimizing taxes is not the only goal to consider when determining the optimal business structure. Consequently, seeking guidance from a qualified professional is crucial. Our team will evaluate your business to help point you in the right direction.

Hourly Pricing: $250 / hour

The fee is billed in 15-minute increments, with a minimum of 1 hour.

What To Expect:

01

A 30-minute complimentary phone call to determine if it’s a good fit

02

Consult with a CFP® and CPA professional to address your specific business financial questions

03

Guidance with one-time projects or requests

04

Help with implementing our recommendations

05

Virtual meetings

Popular Questions Include:

If you are interested in more of an ongoing relationship with CPA and CFP® professionals for your small business accounting needs, check out our Accounting Services for Small Business page.

Ready to optimize your business?

GET STARTED WITH US