Appointment
Free 10-Minute Financial Clarity Call
Quick call to pinpoint your top issue and map the next step.
Duration: 10 min
Price: Free
60-Minute Financial Strategy Session
Review goals, systems, and immediate priorities. Clear plan + next actions.
Duration: 60 min
Price: $150.00
45-Minute Bookkeeping Review / Cleanup Intake
We assess your books, scope cleanup, and set timelines.
Duration: 45 min
Price: $125.00
30-Minute Monthly Review
Monthly check-in on P&L, cash flow, and priorities.
Duration: 30 min
Price: Included for active clients (or $75.00)
30-Minute Tax Prep Consult
Documents checklist, filing path, and deadlines.
Duration: 30 min
Price: $100.00