Expert Access

Your On-Demand CPA

This plan is your personal safety net for those "what-if" moments. Designed for low-maintenance support, it gives you continued direct access to a licensed CPA for fast, reliable answers on-demand.

This is for you if you...

• Have a mature business running smoothly but still need a friendly expert for occasional questions.

• Are a do-it-yourself entrepreneur who just wants a second opinion or quick, specific guidance.

• Have successfully graduated from a higher-tier plan and want to maintain an ongoing client-mentor relationship.

• See the value in receiving monthly advice and proactive insights to help your business evolve.

Examples of Questions

You know your business best, but here are some examples of the types of questions we can tackle together:

• Taxes: "How will this new tax legislation affect my business?" "Is this expense deductible, and are the proceeds from a loan taxable?" "What's the difference between being an employee or an independent contractor?"

• QuickBooks Online: "How do I record a truck I purchased through financing?" "Could you review this payment or transaction before I post it to make sure I’m doing it right?"

• Operations & Strategy: "I heard about this credit—is it true? Will it benefit me?" "Could you hear me out on this new business idea?" "How do I make an online payment to the IRS or another tax agency?"

• Mindset & Growth: "Should I start contributing to a retirement plan?" "I have this limiting belief, can you help me change my mindset to my advantage?"

With the Expert Access plan, you get:

• Up to 60 minutes of advisory time per month.

• Flexible communication: Choose between a one-hour meeting each month (via phone or video) or short check-ins via text, email, or voice message.

• Proactive guidance: Receive a monthly email with useful business information, actionable advice, and questions designed to initiate the evolution of your business.

• Fast response time: Get a response to your questions within 24 hours.