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  • TAX ADVISORY & COACHING

    HOURLY RATES START AT $200 PER HOUR
  • WHAT WE DO FOR COACHING

    Here is a brief list of review services we currently offer.
  • Coaching & Mentoring Advisory Services
    Business Startup Guidance
    Recommended Price: $299 – $499 (one-time)
    Guidance for new or aspiring business owners on entity setup, compliance basics, startup finances, and next steps for launching confidently.

    Strategic Planning & Goal Setting
    Recommended Price: $349 (one-time session)
    Structured planning session to clarify business goals, priorities, timelines, and action steps aligned with your long-term vision.


    Financial Literacy & Budget Coaching
    Recommended Price: $249 (one-time) or $99/month
    Education and coaching focused on understanding cash flow, budgeting, profit awareness, and improving financial decision-making.


    QuickBooks or M.A.K.S. System Training
    Recommended Price: $199 – $399 (one-time, based on complexity)
    Hands-on training to help you properly use your accounting software, understand reports, and maintain cleaner financial records.


    Operations & Workflow Optimization
    Recommended Price: $399 – $599 (one-time)
    Review of daily business processes with recommendations to improve efficiency, organization, and time management.


    Team Building & Leadership Mentoring
    Recommended Price: $249 per session or $149/month
    Coaching focused on leadership development, delegation, communication, and building effective teams.


    Marketing, Branding, or Social Media Strategy
    Recommended Price: $299 – $499 (one-time)
    Strategic guidance on positioning your business, clarifying messaging, and improving visibility across marketing or social platforms.


    Childcare Business Scaling Support
    Recommended Price: $399 – $699 (one-time)
    Specialized coaching for childcare business owners focused on growth, capacity planning, pricing, compliance considerations, and sustainability.


    Grant or Loan Readiness Coaching
    Recommended Price: $349 – $549 (one-time)
    Preparation coaching to help you organize financials, documentation, and narratives needed for grant or loan applications.


    Weekly or Monthly Accountability Sessions
    Recommended Price:

    $149/month (monthly session)
    $399/month (weekly sessions)
    Ongoing coaching sessions to track progress, address challenges, and maintain accountability toward business and financial goals.

  • Shopping List for Tax Advisory & Coaching

  • prevnext( X )
                        Business Startup GuidancePrice: $299 – $499 (one-time)
                        $300.00
                          
                        Strategic Planning & Goal Setting$349 (one-time session)
                        $349.00
                          
                        Financial Literacy & Budget Coaching$249 one time or $99 per month
                        $249.00
                          
                        QuickBooks or Accounting System Training$199 – $399 (one-time, based on complexity)
                        $200.00
                          
                        Operations & Workflow Optimization$399 – $599 (one-time)
                        $400.00
                          
                        Team Building & Leadership Mentoring$249 per session or $149/month
                        $249.00
                          
                        Marketing, Branding, or Social Media Strategy$299 – $499 (one-time)
                        $300.00
                          
                        Childcare Business Scaling Support$399 – $699 (one-time)
                        $400.00
                          
                        Grant or Loan Readiness Coaching$349 – $549 (one-time)
                        $350.00
                          
                        Weekly or Monthly Accountability Sessions$149/month (monthly session or $399/month (weekly sessions))
                        $149.00
                          
                        Total
                        $0.00
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