One-Time Services
Business & HR Audits
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Startup Compliance Check
Launched your business but not sure if you missed anything? This one-time session reviews your setup to make sure you're compliant and ready to grow. We’ll cover registrations, bank accounts, contractor rules, and more.
Includes:
✔️ Review of registrations, EIN, and bank setup
✔️ Contractor vs. employee classification flags
✔️ Recordkeeping + filing calendar tips
✔️ 1:1 call + follow-up checklist
$300
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Comprehensive HR Audit
Need clarity on your HR setup? This audit reviews your compliance, employee files, classifications, and onboarding process. You’ll get a written report with action steps, a checklist, and a 1:1 review call.
Perfect for:
Small businesses with employees who want a solid HR foundation.
Includes:
✔️ Compliance + payroll check
✔️ Onboarding + file review
✔️ Custom report + checklist
✔️ Templates as needed
✔️ Review call
$2000
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Mid-Year Business Audit*
Mid-year check-in, minus the chaos. This audit looks at your finances, systems, team, and tax prep—so you can finish the year with focus. Includes a written report, planning call, and follow-up support.
Perfect for:
Business owners ready to grow without burning out.
Includes:
✔️ Financial + operations review
✔️ Team + role clarity
✔️ Tax strategy + QBO check
✔️ Written report + planning call
$2500
*Only available May through August
Tax Strategy Audits
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Under $100k Revenue
Get a clear, simple tax strategy that helps you save more and feel confident. We’ll review your return, look at income and expenses, and flag missed deductions or setup issues. Includes a strategy call and follow-up checklist.
Includes:
✔️ Review of your most recent return
✔️ Income & expense strategy
✔️ Entity structure overview
✔️ Custom checklist of tax-saving opportunities
✔️ 1:1 Strategy call + follow-up summary
$500
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$100k-$500k Revenue
This audit helps you uncover tax savings and streamline how your business is structured. We’ll review prior returns, deductions, owner comp, and give you a written roadmap for strategic tax planning. Includes a 1:1 call.
Includes:
✔️ Prior return + current entity review
✔️ Deduction deep dive + strategy suggestions
✔️ Income planning + owner comp guidance
✔️ Custom tax savings checklist
✔️ Strategy call + written roadmap
$1000
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Over $500k Revenue
Perfect for complex businesses or multiple entities. We’ll review everything: your structure, compensation, deductions—and create a detailed tax savings plan. Includes a strategy call, written plan, and optional check-ins.
Includes:
✔️ Multi-entity + prior year return review
✔️ Custom tax strategy report + estimated savings
✔️ Guidance on comp, structure, and deductions
✔️ Optional quarterly check-ins to stay on track
✔️ 1:1 strategy session + follow-up
$2000
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End-of-Year Wrap-Up & Planning*
Let’s wrap the year with clarity. This seasonal session helps you clean up your finances, prep for taxes, and map out a smart plan for the year ahead. We’ll review your QBO, key reports, and align your tax strategy with your goals. Includes:
✔️ Year-end financial + tax checklist
✔️ QBO report review (P&L, Balance Sheet, 1099s)
✔️ Strategic goal setting + planning call
✔️ Written summary + action plan
$500
*Only available October through December
System & Software Audits
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Hiring Readiness Session
This session covers what you need to hire legally and confidently. We’ll walk through costs, roles, classification, and onboarding, so you leave with a clear plan and checklist.
Includes:
✔️ Hiring cost breakdown
✔️ W-2 vs. 1099 guidance
✔️ Onboarding plan + follow-up checklist
✔️ 1:1 strategy call
$250
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QuickBooks Online Setup Audit
Not sure your QuickBooks is working for you or against you? We’ll do a full setup check to find errors, inconsistencies, and cleanup opportunities. You’ll get a fix-it list and expert recommendations to get your books back in shape.
Includes:
✔️ Chart of accounts review
✔️ Bank feed + categorization check
✔️ Report accuracy check (P&L, Balance Sheet)
✔️ Written summary
✔️ Optional feedback call or video walkthrough
$300
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Bookkeeping Health Check*
Not sure if your books are clean or a hot mess? This health check is a one-time review of your bookkeeping to catch errors, spot gaps, and help you get back on track. Ideal before tax season, a big financial decision, or hiring a new bookkeeper.
Includes:
✔️ P&L + Balance Sheet accuracy check
✔️ Categorization + reconciliation review
✔️ Cleanup recommendations
✔️ Written summary + optional handoff guidance
$350
*Not available April through June
Quick Support Sessions
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Ask An Expert
Need a second opinion or some straight talk about your business? This one-hour session is perfect for quick questions, stuck moments, or “am I doing this right?” chats. No fluff, no pressure: just clarity and answers.
Great for: Payroll questions, hiring advice, tax prep help, pricing strategy, or system setup.
Includes:
✔️ 60-minute 1:1 call
✔️ Follow-up email summary
✔️ Discount code for a full audit if you upgrade
$99
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Tax Prep Strategy*
Behind on taxes or unsure what to file? This session helps you get organized, understand what’s needed, and avoid mistakes. We’ll review your situation, answer questions, and map out your next steps—so you can file with confidence.
Includes:
✔️ Personalized prep checklist
✔️ Document + deduction review
✔️ Filing guidance (DIY or done-for-you)
$150
*Available January through April