You’ll get: A stable baseline + recommendations going forward
Best for: Leaders who need clarity—pricing, margins, cash runway, KPIs
Includes: KPI dashboards, variance analysis, forecasting support
You’ll get: Decision-ready insight, not ad hoc spreadsheets
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What I Don’t Do
To protect quality and timelines, I do not accept:
Last-minute “emergency” filings without adequate documentation
Aggressive or unsupported tax positions
Engagements requiring audit or review assurance unless separately scoped
FAQs
Typical turnaround depends on complexity and document readiness. After intake, I’ll confirm timing and next steps in writing so expectations are clear.
Yes—availability varies by season. If I’m not the right fit for your timeline, I’ll tell you quickly so you can plan accordingly.
I use secure document exchange options (e.g., client portal or encrypted upload). I’ll provide the preferred method during intake—please avoid sending sensitive documents by regular email unless specifically instructed.
Yes. Many clients combine monthly close support with tax planning and filing. Scope depends on your systems, volume, and reporting needs, and will be defined in the engagement letter.
I provide services as an Illinois-licensed CPA. Engagement scope and responsibilities are defined in a written engagement letter.
Ready for clarity?
If you’re ready to get organized and move forward with confidence, the next step is simple.
