Services | Advisory Services
Advisory Services
Let me walk you through this. Sometimes you don’t need ongoing support. You just need to get something set up correctly, or finally understand what you should be doing.
Focused, one-time guidance
Sometimes you don’t need ongoing support.
You just need to get something set up correctly, or finally understand what you should be doing.
This is where we focus on specific areas, make a plan, and get you moving forward with clarity.
This is usually a good fit if…
- you’re starting a business or restructuring one
- you’re trying to make the right decision before moving forward
- you want something set up correctly the first time
- you don’t need ongoing support, just focused guidance
Here’s how this works
You can either:
- book time to talk through your situation
or - choose a specific service below
If you just need to talk something through
$100 per 30 minutes
$200 per hour
Paid in advance at the time of booking.
Structured services with a defined outcome
These are structured services with a defined outcome, so you’re not starting from scratch.
Business Structure Formation Guide
We walk through your options, sole proprietor, LLC, S-Corp, partnership, and help you understand what actually makes sense for your situation.
This isn’t just “what they are.”
It’s why one fits, and the others don’t.
S-Corp Election
This is one of the most talked about strategies, and one of the most misunderstood.
We walk through whether it actually makes sense for you, how it works, and what it requires going forward.
Reasonable Compensation
If you’re operating as an S-Corp, this matters more than most people realize.
We walk through what reasonable compensation looks like for your situation, and why it matters.
Entity Planning Report
A deeper look at your business structure, income, and direction.
You’ll walk away with a clear understanding of how your entity impacts your taxes, and what changes may make sense moving forward.
Small Business Profit & Loss Tracker
This is a customized tool built specifically for your business.
You’ll be able to:
- track income and expenses by category
- see a clean, organized profit & loss view
- use it for lender or loan documentation
- understand your numbers without overcomplication
It also includes:
- vehicle deduction tracking (actual vs. standard)
- business use of home calculations
This includes a setup meeting, customization, and a tool you can continue using without ongoing fees.
Minimum investment: $250
Focused, not ongoing
These are focused services, not ongoing support.
If you find yourself needing continued guidance, planning, or regular access, Memberships are a better fit.
What it looks like to work together
We focus on what you need, get it set up correctly, and make sure you understand what to do next.
No fluff. No overcomplication.
If you’re not sure where to start
That’s completely fine. We can start with a conversation and figure out what makes the most sense.