You may have a bookkeeper that you love, and the investment for where you are in business makes sense. Yet, you need the high-level strategy required to scale your business. These services are designed to provide you with immediate support, ensuring that you can → Answer questions you need for bookkeeping strategy if you do your own accounting. → Gain peace of mind with expert tax strategy, even if your bookkeeper lacks tax accounting expertise. → Answer CEO future planning questions for forecasting that impact your business and personal legacy goals for your family. Simply put, these sessions are contract-free consultations to take your business to the next level.

If you have a questions related to certain like → How do I categorize loan transactions inside QuickBooks Online so I do not over-report my income? (Book Wealth Math®) → How do I report interest expenses inside QuickBooks Online from credit and working capital loans to get my write-off credit? (Book Wealth Math®) → How can I spend less time in QuickBooks through automation? (Book Wealth Math®) → How do I know if my QuickBooks includes all bank transactions so my tax return is proper when I DIY my taxes? (Book Tax Math®) → How do I implement the Augusta rule for my business taxed as an S-Corp? (Book Tax Math®) → How do I hire my kids in my business to minimize my tax requirement to the IRS? (Book the Tax Math®) If you have more than three questions overall, book the 90-minute VIP Legacy Math® session.

If you make less than $100,000 in revenue, the one-time consultations are beneficial and there isn't much tax savings we can do for you while you're still trying to grow your business. However, if you generate more than $100,000 in revenue and you struggle to find where the money went instead of confirming where you told the money to go, then retainer services are more beneficial. Start here (https://www.themoneycouncil.com/booking-calendar/new-client-strategic-discovery)to get answers to your accounting questions and decide on the appropriate next step for your business.

These sessions are designed for you to meet with The Legacy CPA® during your alotted time. We encourage you to have a well-drafted agenda to maximize strategy support during the call. Ongoing support is reserved for our retainer clients who are subscribed to The Answer Key® and are committed to swiftly achieving financial sovereignty for long-term business sustainability and wealth.