Two weeks, one CPA, and an honest read on your books, your cash and your taxes. You keep the map whether or not we keep working together.
Read-only access to your accounting software, bank statements and last tax return.
We check the books, rebuild the key numbers, read cash timing and scan for tax exposure.
A 90-minute session on what the numbers say, the patterns behind them, and what you want.
Three dated, dollar-tagged actions you can take yourself or hand to us.
$1,500one-time
Any owner doing $250k+ who wants a clear read on their numbers
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
