Lorenia’s Advisory Affiliation Program
Running a small business, freelancing, or working as a solopreneur is a journey of passion and dedication, but it doesn't have to be one you take alone. My subscription plans are designed to provide you with a trusted partner in your financial journey—someone you can talk to freely without the constant concern of unknown costs. This isn't just about getting advisory services; it's about building a relationship where I act as both your CPA and your empathetic mentor. You can finally let go of the stress of hourly billing and financial surprises, gaining a clear, preset monthly price for consistent access to my expertise and guidance. I'm here to listen, offer personalized support, and help you navigate your business finances with confidence.
Freedom from Hourly Billing: With a set monthly price, you'll have complete peace of mind knowing your costs upfront. This allows you to reach out whenever you have questions, without watching the clock.
Total Flexibility, No Contracts: My plans are designed to evolve with your business. You can easily upgrade, downgrade, or cancel your subscription at any time directly on the website, with no contracts or long-term obligations.
A Personalized Client-Mentor Relationship: You'll have an approachable and professional partner who offers a judgment-free zone. I practice active listening to understand your specific needs, aspirations, and curiosities. I'll explain complex accounting and tax concepts in an easy-to-understand way.
Empowering Your Business Decisions: I will guide you with my knowledge and experience as a CPA and business coach. I'm here to help you truly understand your numbers and make informed decisions, whether you're a mature business that needs an occasional check-in, or you're ready for a complete transformation.
Make it stand out.
INTRODUCE YOUR BRAND
Beyond the Numbers: How I Help You Succeed
My goal is to be your partner, providing the practical knowledge and support you need to build a resilient and thriving business. When we work together, you get more than just a CPA; you get a hands-on guide who is invested in your success. Here are some of the ways I can help:
Financial Clarity & Business Insight
I'll work with you to truly understand your numbers. We'll analyze your financial statements, review key ratios, and identify trends in your revenue and expenses. Together, we'll explore different scenarios to help you reduce costs, increase revenue, and determine if you can afford a new loan or make other changes to achieve your business goals. It's a balance of data and intuition—we’ll analyze the numbers while also listening to your gut feelings and experience.
Tax Planning & Strategy
Taxes shouldn't be a source of stress or last-minute surprises. I stay informed on new tax legislation through continuous professional education (CPE) to keep you ahead of the curve. We’ll work on tax planning throughout the year to help you prepare for filing and alleviate your tax burden. This includes exploring strategies like taking advantage of accelerated depreciation for equipment purchases, and it covers not only your business income taxes but also your personal taxes.
Operational & Foundational Support
Whether you're starting a new business or simply need to optimize your current operations, I can help.
Bookkeeping & Software: I can provide training on Quickbooks Online, help you resolve common issues like duplicate transactions and bank reconciliation discrepancies, and ensure you're using the software efficiently to get accurate, reliable numbers.
Business Setup: For new businesses, I can guide you through choosing the right legal and tax structure, obtaining an Employer Identification Number (EIN) from the IRS, and understanding the necessary city and state licenses.
Payroll & Sales Tax: I can educate you on setting up payroll in various software, including Quickbooks, and walk you through the specifics of sales tax, including what's exempt and how to file.
Mindset & Growth Coaching
My partnership with you goes beyond the numbers. I can help you identify and overcome limiting beliefs that might be holding you back. Together, we can work on shifting your mindset to your advantage, so you can make informed decisions and achieve the dreams you have for your business.
This is for you if you...
Feel stuck or lost and would love to have a financial expert you can actually talk to about your business questions.
Are afraid to call your current CPA because you're worried about hourly fees and surprise bills.
Have a tax preparer who just prepares your tax return but doesn't explain anything, offer advice, or answer your questions.
Spend hours watching generic YouTube videos but still don't feel confident about your business finances or how to use Quickbooks Online.
Are frustrated that your business is showing a profit but you don't feel like you're actually making money.
Feel shy or embarrassed to ask for help because you're afraid you'll sound "dumb" for not knowing what to do.
Feel stuck in a negative cycle, believing that external factors are holding your business back.
What you'll get with my subscription
An expert who listens: You'll have an empathetic partner by your side who will take the time to hear your concerns and patiently guide you.
Peace of mind: You'll be able to send a text, a voice message, or set up a video call without the fear of a surprise bill. All of your questions are welcome and expected.
Personalized guidance: This is not a one-size-fits-all service. I will listen to your specific needs and provide advice that is tailored to your business, not general information for everyone.
Confidence in your finances: You will learn how to use Quickbooks Online correctly and how to read your financial statements, giving you the clarity you need to make smart, confident decisions.
Motivation for the future: We'll work together to identify any limiting beliefs that are holding you back, leaving you feeling motivated and excited to pursue your business dreams.
Ready to choose your path?
My subscription plans are designed to give you the exact level of partnership you need. Whether you're seeking occasional expert advice or a hands-on, transformational experience, you can choose a plan that matches both your business goals and how much you want to work together.
Expert Access
$100/mo
Your On-Demand CPA for quick, low-maintenance questions.
Meetings and Communication
One 1 hour meeting per month
OR
Unlimited short text, email, voice message, phone calls.
Response within 24 hours
This plan is for you if you:
Have your business running smoothly but need a sounding board of occasional questions.
Want an expert to provide quick, specific guidance when making a decision.
Are a DIY-er who just needs an expert opinion from time to time.
General business questions
Nee more info?
See full details here
Your Plan, Your Way
New Business
$300/mo
Start strong with supported guidance.
Expert Support
$300/mo
Your dedicated Mentor for problem-solving.
Meetings and Communication
Two 1 hour meeting per month
AND
Unlimited short text, email, voice message, phone calls.
Response within 24 hours
This plan is for you if you:
Have an existing business but need to fix or optimize your QuickBooks Online setup.
Want to troubleshoot accounting problems, get expert training, and confidently record transactions.
Would like to get your books cleaned up and ready for tax preparation.
Nee more info?
See full details here
Meetings and Communication
Two 1 hour meeting per month
AND
Unlimited short text, email, voice message, phone calls.
Response within 24 hours
This plan is for you if you are:
Starting a new business and need guidance on legal structure, licensing (in Arizona), and getting your EIN.
Looking for a mentor to help you set up QuickBooks Online correctly from the very beginning.
Seeking to understand key financial practices and tax planning concepts before you're up and running.
Nee more info?
See full details here
Transformation Experience
$750/mo
Your Business Coach for ultimate financial mastery.
Meetings and Communication
Four 1 hour OR Two 2 hour meetings/mo
AND
Unlimited short text, email, voice message, phone calls.
Response within 24 hours
This plan is for you if you:
Are ready to take your business to the next level and master your finances completely.
Want hands-on mentorship, from strategic financial analysis to mindset coaching.
Desire a customized plan with templates, reports, and dedicated support for every aspect of your financial journey.
Nee more info?
See full details here
Make it stand out.
-
![]()
“It all begins with an idea. Maybe you want to launch a business.”
Laurie Payton
-
![]()
“It all begins with an idea. Maybe you want to launch a business.”
Jamie Kokot
-
![]()
“It all begins with an idea. Maybe you want to launch a business.”
Lindsey Beumer
-
![]()
“It all begins with an idea. Maybe you want to launch a business.”
Keith Finley
FAQ
About the Subscription Model
-
A subscription provides you with a set, predictable cost each month. You get to ask questions and get advice whenever you need it without the fear of surprise bills or the stress of being on the clock. It's designed to give you peace of mind.
-
Our plans are flexible to evolve with your business. You can easily upgrade to a higher-tier plan if your needs change or downgrade to a lower-tier plan if you require less support. All changes can be made at any time directly through your account.
-
No. There are no long-term contracts or obligations. You can cancel your subscription at any time.
About the Services
-
You can ask anything related to your business finances—from quick questions about a tax deduction to in-depth discussions about your business goals. Whether it's about QuickBooks Online, tax planning, financial statements, or a new business idea, all questions are welcome.
-
This subscription is for ongoing advisory, support, and tax planning, not for preparing and filing your tax returns. However, I can prepare your tax return at a discounted rate. This would be a separate, one-time charge whenever you are ready to present the tax return.
-
Yes. Your business and personal finances are often intertwined, especially for solopreneurs. Our discussions will cover both aspects where it's relevant, particularly during tax planning.
-
With every plan, you will receive personalized support from me directly. I will be your dedicated partner and mentor, and you will not be passed on to inexperienced employees.
About Communication & Logistics
-
You can reach me through text, email, voice message, or by scheduling a video call directly. All check-ins and calls are handled seamlessly, and you'll get a response to your questions within 24 hours.
-
The advisory time is a pool of hours for the month to ensure you have consistent access to me. Since the plans are priced on a recurring basis, any unused time does not roll over to the next month.
Let’s talk!
Ready to start but not sure which plan is the perfect match? Let's connect. Schedule a free consultation call, and I'll listen to your business needs and recommend the plan that will help you thrive.