CPA consulting and coaching for boutiques
Next steps
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First Step Evaluations must be completed by all Consulting Clients prior to beginning other packages.

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Special owners comp & tax analysis. Anyone who pays themselves out of the business should consider this review. Are you an S-corp? Have you wondered if an S-corp is right for you?
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Operation expenses review. Call with coach to review monthly figures. Review goal percentages and evaluate ways to cut costs
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Monthly wellness checkups. Call with coach to review monthly figures. Assess wins from the first step evaluation. Re-evaluate tasks to meet goals
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Quarterly wellness checkups. Call with coach to review monthly figures. Assess wins from first step evaluation. re-evaluate tasks to meet goals
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