BOOK A CUSTOMIZED CONSULTATION

with one of our in-house experienced business consultants.
Receive expert guidance on your accounting, tax, and financial structure. 

Why invest in a consultation?

WITH ONE OF OUR QUALIFIED
BUSINESS CONSULTANTS

Our personalized consultation gives you the opportunity to meet with an expert business consultant who will review your unique business situation, answer critical questions, and provide actionable advice to move forward poised for growth and success.

You will leave with a defined plan of action to grow your business to success.

Exclusive Offer!

You will GET YOUR MONEY BACK from the consultation fee when you sign up for one of our packages within 48 hours of your consultation

START-UP

Consultation Meeting

Consultation Meeting


This consultation is ideal for new business owners who want to avoid costly mistakes and get set up for financial success right from the start. By investing in expert advice now, you’ll save time, money, and stress as your business grows.

KEY BENEFITS:

1-Hour Personalized Meeting with a Business Consultant with seasoned accounting and tax experience.
Review of Business Structure Options (LLC, S-Corp, etc.) and guidance on selecting the most tax-efficient structure.
Tax Planning Strategies to maximize deductions and minimize liabilities in your first year.
Financial Best Practices to ensure your books are set up correctly from day one, saving you time and stress later.
Business Goals & Growth Strategy alignment with your financial planning for smooth scalability.
Q&A Session: Get answers to any burning questions you have about business, tax, and financial planning.
Launch your business with confidence by receiving expert guidance on your accounting, tax, and financial setup.

$500 One-Time Fee

(Get the entire fee credited when you move forward with
one of our service packages within 48 hours of your consultation)

BUSINESS

Consultation Meeting


This consultation is perfect for business owners who want to take control of their financial systems and optimize for future growth. By investing in expert advice now, you’ll save time, reduce financial risk, and position your business for continued success. Let us help you streamline your accounting and tax strategy, so you can focus on what matters most—growing your business.

KEY BENEFITS:

1-Hour Personalized Meeting with a seasoned accounting and tax expert who understands the unique needs of established businesses.
Comprehensive Review of Your Current Financial Setup, including bookkeeping practices, tax strategies, and accounting procedures.
Tax Optimization Strategies designed to help you minimize liabilities and keep more of what you earn.
Best Practices for Bookkeeping and Financial Reporting to ensure your records are accurate, compliant, and audit-ready.
Business Growth Strategy Alignment with your tax and accounting planning, so your financial systems scale with your success.
Q&A Session: Get answers to any pressing questions you have about optimizing your tax strategy, streamlining your accounting, and improving your overall financial health.
Take your successful business to the next level with expert financial guidance tailored to established business owners.

$500 One-Time Fee

(Get the entire fee credited when you move forward with
one of our service packages within 48 hours of your consultation)

Contact us: 
[email protected] | CA (760) 888-6247 | NY (845) 237-4060

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Bronze Package:
What's Included 

Secure Online Access to Client Records 
Profit and Loss Statement Preparation (51-100 transactions*)
Balance Sheet Preparation 
Monthly Payroll Processing (1-2 Employees)
1099 Form Preparation (1-5 Vendors)
Statement of Information Filing 
Corporate Meeting Minutes Preparation
Exclusive Access* to BOIR Filing Service 
Exclusive Access* to Business Tax Return Preparation
Exclusive Access* to Individual Tax Return Preparation 
Annual Accounting Financial Review and Summary Print Out (30-Minute Meeting with an experienced Staff Accountant)
Email and Phone Support* via Scheduled Calls (48-Business Hour Email Response Time)

$475/month

(12 month agreement)

$500 One-Time Set Up Fee

Our packages of financial services cover a calendar year, January-December. If you’re purchasing services partway through the year, please contact [email protected] to discuss options available to you.

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Copper Package:
What's Included 

Secure Online Access to Client Records 
Profit and Loss Statement Preparation (51-100 transactions*)
Balance Sheet Preparation 
Startup Consultation Meeting with an experienced Bookkeeper (30 minutes)
Annual Business Financial Review and Summary by an experienced Staff Accountant, delivered via Video Walkthrough
Exclusive Access* to BOIR Filing Service 
Email and Phone Supportwith a 72-Business Hour Response Time

$250/month

(12 month agreement)

$300 One-Time Set Up Fee

Our packages of financial services cover a calendar year, January-December. If you’re purchasing services partway through the year, please contact [email protected] to discuss options available to you.

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Silver Package:
What's Included 

Secure Online Access to Client Records 
Profit and Loss Statement Preparation (51-100 transactions*)
Balance Sheet Preparation 
General Ledger Preparation
Bi-Weekly Payroll Processing (1-4 Employees)
Worker's Compensation Audit
1099 Form Preparation (5-10 Vendors)
Statement of Information Filing 
Corporate Meeting Minutes Preparation
Subscription to Up-to-date Labor Law Postings
Exclusive Access* to BOIR Filing Service 
Exclusive Access* to Individual Tax Return Preparation 
Semi-Annual Accounting Financial Review and Summary Print Out (30-Minute Meeting with an experienced Staff Accountant)
Annual Business & Tax Consulting Meeting (1 Hour with an experienced Tax Accountant, Actionable Recommendations)
1120/1065 Business Tax Return with Personalized Video Review
Accountable Plan for Home Office Expense
Travel Documentation
Auto Mileage Log Setup & Tracking
Health Insurance Options
Retirement Plan Options
Loan Documentation Creation (if applicable)
Estimated Tax Payments Preparation & Assistance
2 Hours of Tax & Business Consultation (Annually & Semi-Annually as noted above)
Email and Phone Support* via Scheduled Calls (Priority Response Time)

$900/month

(12 month agreement)

$500 One-Time Set Up Fee

Our packages of financial services cover a calendar year, January-December. If you’re purchasing services partway through the year, please contact [email protected] to discuss options available to you.

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Gold Package:
What's Included 

Secure Online Access to Client Records 
Profit and Loss Statement Preparation (51-100 transactions*)
Balance Sheet Preparation 
General Ledger Preparation
Access To Our Partner Pricing For ADP Bi-Weekly Payroll Processing Services (5-10 Employees)

See What's Included

o 59% Discount
o Payroll: Online, Phone, Mobile
o 24/7 Customer Service
o Tax Filing
o Electronic Reports
o Employee Access® (Portal)
o New Hire Reporting
o Payroll Delivery
o General Ledger Interface (GLI)
o RUN & Done® (Automatic Recurring Payroll)
o Direct Deposit
o Wisely® Direct Debit Card
o Multi-company Management
o Multi-jurisdiction Payroll
o ADPCheckTM
o Poster Compliance
o SUI Management
o Wage Garnishment Payment Service
o Check Signing and Stuffing
o Job Costing

Access To Our Partner Pricing For ADP Human Resources Services

See What's Included

o 59% Discount
o HR Newsletter & Tip of the Week
o State & Federal Resources
o Employment Verification
o New Hire Paperwork
o New Hire Self-Onboarding
o Employee Discount & Wellness Programs
o ADP Marketplace (Digital HR Storefront)
o Google Ads: Simple Setup & Management
o Background Checks
o ZipRecruiter®
o HR HelpDesk (Live Support)
o Employee Handbook Wizard
o Salary Benchmarks
o HR Toolkits
o Compliance Database & Updates
o Job Description Wizard
o HR Forms and Documents
o HR Tracking
o Alerts and Notifications
o Document Vault

Worker's Compensation Audit
1099 Form Preparation (10-20 Vendors)
Statement of Information Filing 
Corporate Meeting Minutes Preparation
Subscription to Up-to-date Labor Law Postings
Exclusive Access* to BOIR Filing Service 
Exclusive Access* to Individual Tax Return Preparation 
Quarterly Accounting Financial Review and Summary Print Out (30-Minute Meetings with an experienced Staff Accountant)
Semi-Annual Business & Tax Consulting Meetings (1 Hour Each with an experienced Tax Accountant, Actionable Recommendations)
1120/1065 Business Tax Return with Personalized Video Review
Accountable Plan for Home Office Expense
Travel Documentation
Auto Mileage Log Setup & Tracking
Health Insurance Options
Retirement Plan Options
Loan Documentation Creation (if applicable)
Estimated Tax Payments Preparation & Assistance
4 Hours of Tax & Business Consultation (Quarterly & Semi-Annually as noted above)
VIP Complimentary Access to Semi-Annual Live Q&A Webinar with Rachel
Unlimited Access to Business Training Series (Coming Soon)
Priority Response Time for Email & Phone Support*

$1,700/month

(12 month agreement)

$1,000 One-Time Set Up Fee

Our packages of financial services cover a calendar year, January-December. If you’re purchasing services partway through the year, please contact [email protected] to discuss options available to you.

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