Book an appointment.

Take Control of Your Finances Today! 

Get expert guidance tailored to your business and ensure you’re on the right track with your taxes, bookkeeping, and financial planning. Invest in your success today! 

What You’ll Get: 

One-on-One CPA Coaching: Get personalized tax and financial advice tailored to your self-employment situation.

Audit & Tax Review: Ensure your records, deductions, and tax filings are accurate and audit-ready.

Customized Bookkeeping Guidance: Learn best practices for managing your finances efficiently and avoiding costly mistakes.

Additional Details: 

Coaching sessions are scheduled at your convenience.

 This service is designed for educational and advisory purposes and does not constitute full-service tax preparation or legal representation.

All advice is customized to your unique self-employment situation.

Don’t navigate self-employment alone—get expert support today!

  • Person writing in a notebook with a ballpoint pen, laptop, and a smartphone on a white table.

    One-on-One (30 Min)

    $149

  • Person pointing at a laptop screen during a meeting, with a smartphone on the table, other laptops in the background.

    One-on-One (60 Min)

    $249 (Save $49)

  • A woman presents in front of a whiteboard covered with pink and yellow sticky notes during a team meeting, while four colleagues listen and take notes in a bright office.

    30 Min Package

    3 Sessions - $349

  • Three young women sitting around a wooden table, laughing and working on their laptops in a casual setting.

    60 Min Package

    3 Sessions - $649 (Save $49)