Book a Consultation
Schedule Your Appointment
Ready to get your finances in order? Book a consultation below and let's discuss how we can help your business.
Consultation Fee — $150 (New Clients Only)
A $150 consultation fee is required to book an appointment. This applies to new clients only. During your consultation, we'll review your current financial situation, discuss your goals, and recommend the services that make the most sense for your business.
Existing clients can schedule directly without a consultation fee — just reach out at [email protected] or call 631-829-9275.
Book Your Consultation
Select a time that works for you. The $150 consultation fee is collected at the time of booking.
We Review Your Situation
During the call, we'll discuss your business, review your current financial setup, and answer your questions.
Get a Custom Proposal
After the consultation, you'll receive a clear proposal with scope and pricing tailored to your needs.