Is business consulting legal advice or investment advice?

No. We help you organize financial and tax questions from the records you provide. Some matters need an attorney or a CPA, and we will say so. We do not recommend investments, and we do not guarantee a loan, a tax result, or a profit.

Can you set up QuickBooks?

Yes, when you ask for it. Lucia Leiva, the firm’s Certified QuickBooks ProAdvisor, can set up QuickBooks from the accounts you use. The file is only as complete as the records you provide.

How is this different from tax planning?

Tax planning looks at the year so far and at estimated payments. Business consulting looks at how the business is set up and run: structure, cash flow, pricing, hiring, and the calendar of filings.

For small businesses

Business Consulting

We help small business owners look at entity structure, cash flow, pricing, hiring, and the filings already on the calendar. The session uses your records. It is not legal advice, investment advice, or a promised result.

Book an Appointment

What's included

What we handle as part of this service.

Questions about entity structure, and a note when an attorney or CPA should review the choice
A budget and cash-flow look from the statements you provide
A pricing and profitability review from your own sales and costs
A working list if you are preparing to grow or hire
A calendar of the filings and deadlines you already have
Help getting the books in order before a loan or financing conversation
QuickBooks setup with Lucia Leiva, the firm’s Certified QuickBooks ProAdvisor, when you ask for it

Who it's for

If this sounds like you, we're a good fit.

Owners choosing or reviewing how the business is set up
Businesses that want a budget from real numbers
Owners preparing to hire or to take on more work
Clients who want clean books before they talk with a lender

Documents you'll need

Bring (or upload) these so we can get started quickly.

Not sure? We share a tailored checklist after the consultation.

Recent profit and loss, or the bank statements behind it
Formation papers, if the entity already exists
The decisions you want to talk through

Our process

How we work with every client.

Book a conversation
Choose a specialist and meet by phone, video, or at the San Pablo or Concord office.
Bring the records
You send the books, statements, and questions you want covered.
Walk through the options
You get a written list of options and the documents still needed. You decide. Nothing is guaranteed.

Frequently asked questions

Common questions we hear about this service.

No. We help you organize financial and tax questions from the records you provide. Some matters need an attorney or a CPA, and we will say so. We do not recommend investments, and we do not guarantee a loan, a tax result, or a profit.

Ready when you are

Ready to get organized? Book an appointment today.

Pick a time that works for you — in person at San Pablo or Concord, or fully remote.

Book an Appointment 510-778-1579

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