What is keeping you up at night?
- I don’t understand Quickbooks or Xero.
- My books show a profit, where is the money?
- How can I improve my profit margins without sacrificing customer satisfaction?
- I have no idea if I’m saving enough for taxes.
- How do I retain good employees?
- How do I pay myself?
Book additional calls at a discount
Need Quickbooks or Xero training for you or your staff? Or do you have business or tax questions?
Your sessions are custom built for you
Bookkeepping is not included. These are advisory sessions, where you can get your business questions answered one-on-one.
3 Sessions - $675
6 Sessions - $1,275
Need a more comprehensive solution
that includes bookkeeping and tax prep?
Starting a business?
- It is a time of excitement, promise… and anxiety.
- Feeling confused by all the decisions to be made?
Entity Choice Planning
What’s right for you - Sole proprietorship, partnership, corporation or LLC? Get expert guidance to set up your business for success (and tax savings)
Business Set-up
Ready to register your new business with the state and the IRS? You can use our partner Corp-Net for a DIY option (link to Corp-net affiliate link), or choose our White Glove Service for a guided set-up.
Software Set-Up
You will want to make sure you have a way to track income and expenses - not only for the tax man, but so you know how to drive your business.
Need a complete solution with beginning-to-end set-up?
KAC - Concrete Foundation
ENTITY SELECTION
- Questionnaire
- Tailored review of tax issues
- One-on-One meeting
- Personalized report
BUSINESS SET-UP
- White glove service
- Filing of state and federal forms
- PDF of all set-up documents
- State fees are included
- Applicable Tax Elections
SOFTWARE SET-UP
- Quickbooks or Xero Set-up
- Chart of Accounts Set-up
- Bank Feeds Set-up
- Point of sale integration
- 2 hours of training
- Additional training discounted to $175/hr
- Priority Support
$3500
KAC - Basic Foundation
ENTITY SELECTION
- Questionnaire
- Tailored review of tax issues
- One-on-One meeting
- Personalized report
BUSINESS SET-UP
- White glove service
- Filing of state and federal forms
- PDF of all set-up documents
- State fees are included
- Applicable Tax Elections
$1,000
KAC - Entity Choice
ENTITY SELECTION
- Questionnaire
- Tailored review of tax issues
- One-on-One meeting
- Personalized report