We are excited to announce our 2022 Consulting Services! We have a limited number of openings. The first TEN people to sign up will get in!

Start here! If you are ready for

$350 Investment

After the initial evaluation in which your CPA consultant reviews your financials and applies some benchmarks that can help you understand more about your business, your CPA consultant will help you decide what direction to go with Wellness Checkups. We offer monthly or on-demand virtual CFO services. Our bookkeeping clients receive a discounted rate for CFO services.

Have you received monthly HarQuin reports & you’re ready to jump into implementing Profit First percentages? Schedule here!

NOTE: Please read through Chapter 6 in the “Profit First” book and open your bank accounts before scheduling.

If you pay yourself out of the business, you should consider this review. Are you an S-Corporation? Have you wondered if an S-Corporation is right for you? Do you know the difference between "owner's compensation" and "owner's distribution"? Do you know the difference between Income Tax and Self-Employment Tax?

$700 Investment

$650 HarQuin Clients

This is an opportunity for you to dive deeper into your HarQuin reports and gain fuller understanding so that you can be equipped to make wise decisions for your business.

FREE

Get exclusive coaching from our CFO consultants in Boutique School—our new online resource and community of likeminded boutique owners. It’s half off to join for our clients and it’s chockfull of information to equip you in knowing how to run a business and build a legacy.

Subscription

Have you felt in the dark when it comes to your financials? Not sure the direction your business is heading in? Ever wonder how your business compares to others?

Your financials tell a lot about the health of your business. Our team will analyze your financial information so you can make important business decisions that will save you money. We help you customize a plan so you can take back control and know exactly what direction your business is heading, so you can steer the ship and grow exponentially. This is how you build a legacy!

Meet our CPA’s

Is your bookkeeping up-to-date?

Bookkeeping, training and consulting work in tandem together. Without bookkeeping and knowing your numbers, you can’t get the right consulting and when you invest in training and education, you’re able to manage your books better and benefit even more from consulting. We are passionate about supporting boutique owners in all of these foundational areas.

 

Not sure about the state of your books?

Our team can get your books caught up, sales tax filed, and have you READY for consulting with rock solid reports. This way you don’t waste money not knowing your actual numbers.

 

Are you a current HarQuin client but don’t know if you need consulting?

Schedule a complimentary call to identify your bookkeeping needs and how consulting may help you.