Quick Consult

What Do I Get?

Your 30-minute consultation will help you determine the financial solutions that best suit your needs. Ask questions, explore alternatives, and gain clarity on your financial situation. If additional services are needed, we can help you plan the next steps to achieve your financial goals and safeguard your business or personal finances.

During your confidential, 30-minute consultation, you will have the undivided attention of an experienced financial professional specializing in:

  • Business Financial Planning
  • Tax Strategy and Compliance
  • CFO Advisory Services
  • Cash Flow Management
  • Budgeting and Forecasting
  • Financial Reporting and Analysis
  • Bookkeeping and Payroll Support
  • Mergers, Acquisitions, and Exit Planning
  • Audit Preparation and Coordination
  • Risk Management and Fraud Prevention

If possible, our team will review any financial documents or records you send us in advance of your 30-minute consultation. We encourage you to come prepared with questions (more on this below) and an understanding of what you hope to achieve during the consultation. Our goal is to address your concerns, provide actionable insights, and outline a clear path forward.


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How Much Does It Cost?

A 30-minute consultation costs $250 and can be paid via check, eCheck, or all major credit cards.

The Process is Simple

  1. Enter your details in the contact form.
  2. Check your email—you’ll receive a special link to complete our intake form.
  3. We will contact you to set up your appointment and arrange payment.

How To Prepare

To make the most of your consultation, we recommend writing a list of questions you’d like answered during the call. While not required, having questions prepared will help guide our discussion and ensure your priorities are addressed. Additionally, if you have financial documents, reports, or communications for review, please send those materials in advance of the consultation.

What Happens After

At the end of your consultation, you can expect to have a clear understanding of your financial options. Here are the four most common outcomes:

  1. Your questions are answered, and no further action is necessary.
  2. You leave with a list of actionable steps to address your financial concerns and decide later whether to engage our ongoing services.
  3. You are offered a full engagement with our firm to address your specific needs.
  4. You are referred to a professional better suited to handle your unique situation.