To begin services, you'll complete our intake form and upload any applicable documents through our secure portal. For tax clients, this includes IDs, income documents, prior-year returns, and expense records; for bookkeeping, we’ll request recent bank statements, transaction history, and access to your accounting system.

Processing times vary based on the complexity of your situation and how quickly documents are provided. Most tax returns are completed within 5–10 business days, and bookkeeping clean-up projects typically take 1–3 weeks.

Our consulting sessions are structured to provide clear guidance, actionable strategies, and tailored support. We assess your goals, identify gaps or challenges, and outline practical next steps to help you strengthen your operations, improve performance, and move forward confidently.

Consulting is ideal for entrepreneurs and small business owners who want clarity, structure, and expert insight to support growth or improve efficiency. If you’re planning to launch, feeling stuck, or looking to streamline your processes, our consulting services provide the direction and support needed to reach your goals.

Yes. We offer monthly bookkeeping and advisory packages that provide continuous support, financial oversight, and priority access for questions, planning, and compliance needs throughout the year.

Pricing depends on the type of service, the complexity of your financial picture, and the volume of work required. We provide transparent, upfront estimates during your consultation and no work begins until you approve the quote.