3-month minimum
Includes:
One 30-minute advisory call per month
Ongoing tax and compliance guidance
High-level financial trend review
Priority support
Requirements:
Active bookkeeping or completed clean-up engagement.
Policy Note (important):
Advisory services provide guidance only. Preparation, filings, and compliance work are quoted separately.
3-month minimum
Includes:
One 30-minute advisory call per month
Ongoing tax and compliance guidance
High-level financial trend review
Priority support
Requirements:
Active bookkeeping or completed clean-up engagement.
Policy Note (important):
Advisory services provide guidance only. Preparation, filings, and compliance work are quoted separately.
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