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What is included

Our Business Consult: Established is designed to give guidance to business owners that have outgrown the Business Consult: Starter.

Here we help guide business financial decisions and focus more on the numbers of the business

Questions we often get:

  • Is my business profitable?
  • How much should I pay myself?
  • Do I need an employee if not when?
  • Should I expand and get a new location for my business?
  • What are the necessary processes I should incorporate?
  • Is the business worth growing?
  • What factors should I look out for as my business grows, and what should I prepare for?
  • Do you have solid recommendations for a reputable lawyer, financial advisor, payroll company, or bank?

The Process

Introduction: We start with a brief talk between 5 to 10 minutes to ensure this is the best service for you. This introductory phase is also to determine your expectations so as to deliver only the best.
We Meet: This could either be a video or phone call. The duration of these meetings varies based on your needs. Generally, this meeting should last between 30 minutes to 2 hours.
The Follow-Up: After our first meeting, there is a 15-minute follow-up appointment designed to answer any questions you may have from the previous session within two weeks.

Services to Group

Tax Planning

All In One Packages

Tax Preparation