consultatioN Services

Our goal is to be the grease in the wheel that keeps your business rolling to SUCCESS!

Our consultants have run their own businesses and are Profit Strategy savvy.

We operate on the Profit Strategy principles and can help you grow your business, provide business strategies, and coach you to success.

Here’s a quick overview of the plans available and the list of services we provide:  

New Business Consultation
$499
Consultation with an attorney
Consultation with consultants
Filing of small business entity (excludes reglatory filing fees)
Book a Free Consultation
Business Plan Consultation
$950
Consultation with an attorney
Consultation with consultants
Filing of small business entity (excludes regulatory filing fees)
Formal plan
Start up business budgeting plan
Book a Free Consultation
Remote CFO
$499
CFO services
Handle all regulatory business requirements
Handle all quarterly and yearly tax requirements
Handle all tax filings (excluding income tax)
Create and file all W-2s
Create and file all 1099s
Monthly financial reviews
Cash flow management
Set up accounting procedures
Book a Free Consultation
Profit Strategy Coaching
$299
Profit strategy assessment
Allocation of company revenues
Three year financial assessment
Expense allocations
Includes an initial 2 hour business consultation
One to one customized coaching every other week
Includes multiple business consultants
Book a Free Consultation
Conversion to QuickBooks Online
$499
Conversion from QuickBooks Desktop
Migration from PeachTree
Migration from Sage
Migration from Xero
Migration - Other
Setup Company Books
Book a Free Consultation