Professional Services
Our team of professionals is committed to providing you with the knowledge, tools, and strategic insight needed to navigate your business challenges and achieve your goals with confidence.
Strategic Planning
Expert assistance in developing long-term strategies to align with your business goals, ensuring sustainable growth and competitive advantage.
Forecasting
Advanced forecasting services to predict future financial trends, enabling proactive business planning and risk management.
Notary (Mobile)
Convenient mobile notary services to authenticate documents and perform legal formalities at your preferred location.
Corporate Services
A suite of corporate services tailored to support the operational, financial, and legal needs of your business, fostering growth and compliance.
Budgeting
Guidance in creating detailed budgets that reflect your business objectives, helping you manage resources effectively and make informed financial decisions.
Succession Planning
Comprehensive support in planning for future leadership transitions to ensure business continuity and long-term success.
Notary – Signatory Agent
Expert signatory agent services for document signing and notarization, ensuring the integrity and legality of your business transactions.
How Our Consulting Works
Who we work with
Small business owners who want a clearer plan: owners getting ready to grow or hire, businesses that need a budget or cash flow forecast, owners planning a leadership transition, and anyone who needs a mobile notary or signing agent.
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How it works
Step 1: Click Request a Consultation and tell us what you need and how soon you need it.
Step 2: We reach out to learn about your goals and confirm the scope and cost before any work begins.
Step 3: We deliver your plan, budget, forecast or signed documents and walk you through the next steps.
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Pricing
Consulting starts at $150 per hour. Larger projects such as budgets, forecasts and succession plans are quoted up front, and mobile notary fees are confirmed when you book.
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Common questions
What is the difference between a budget and a forecast?
A budget sets your plan and spending targets for the year. A forecast projects your cash flow forward, usually 12 months, so you can see shortfalls before they happen.
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How soon can you help?
When you request a consultation, choose within the day, within 48 hours or soon. We prioritize requests based on the timeline you pick.
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Do you travel for notary appointments?
Yes. Our mobile notary meets you at your home, office or another location you choose. Travel area and fees are confirmed when you book.
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Do I need to be a bookkeeping client to use consulting?
No. Consulting is available on its own. It also pairs well with our monthly bookkeeping if you want up-to-date numbers to plan from.