All projects require management support to be successful. This includes a weekly check-in, assignment of resources, and communications to the team(s). We also need access to systems and/or data, which would be determined based on specific circumstances.
Pricing is based on the project. We consider the time involved, both on-site and remote. We also consider pre-work and post-analysis if required. We want to ensure you have a compelling value proposition and that we deliver to your needs.
This is what we do best. Schedule a free initial consultation and we’ll talk through your situation. We’ll brainstorm ideas with you about how to take your business in the direction that you want to go.
Tax strategy and tax preparation are best done by a CPA. We can help you find a CPA and bookkeeper as needed. We can also help you structure your accounting system to get the best insight into your business results.
Rather than engage a high-end consulting firm, you can work directly with the experience and expertise of owner, Julie Cline. She puts people at ease, getting results, while maintaining the values and priorities of the people involved.
On-site meetings and work will typically be arranged on a weekly basis, with additional work being done remotely. Questions via phone or email during business hours are always welcome, and availability outside standard business hours can be arranged.