Tax Preparation, Tax Advisory & Fractional CFO Services

Clear numbers. Fewer surprises. Confident decisions.

Managing your finances shouldn’t feel confusing, stressful, or overwhelming. At Advisory Team Consulting, we provide CPA-managed tax preparation, tax advisory, bookkeeping, and fractional CFO services designed to help individuals and small business owners get organized, stay compliant, and make smarter financial decisions, without judgment or pressure.

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Whether you’re preparing for tax season, trying to clean up your books, or looking for ongoing financial guidance, we meet you where you are and help you move forward with clarity.

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Who We Serve

Our services are a good fit if you:​​

• Want accurate, professional tax preparation without last-minute chaos

• Are self-employed or running a small business and tired of tax surprises

• Know your bookkeeping needs attention but don’t know where to start

• Are making money but still feel unsure about cash flow

• Want CFO-level guidance without hiring a full-time executive

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If you’ve ever thought “I should probably have this handled better,” you’re not alone, and you’re in the right place.

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Our Services

Tax Preparation

Reliable. Professional. CPA-managed.

We offer tax preparation for individuals and small business owners who want their returns handled accurately and explained clearly.

• Individual tax preparation (W-2, 1099)

• Self-employed and small business tax returns (Schedule C, single-member LLCs)

• Organized, compliant, and on-time filing

• Clear explanations—no confusing jargon

All tax preparation services are managed and reviewed by a licensed CPA (Certified Public Accountant) to ensure accuracy and compliance.

Tax Advisory (Year-Round Support)

Plan ahead instead of reacting.

Our tax advisory services help you understand your obligations, plan ahead, and avoid unpleasant surprises.

• Quarterly tax planning and check-ins

• Estimated tax guidance

• Strategic planning for business owners

• Support throughout the year—not just during tax season

This service is ideal if you want peace of mind and proactive support.

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Bookkeeping Services

Clean, consistent books you can actually understand.

Good bookkeeping makes everything else easier—especially taxes. We help you get organized and stay that way.

• Monthly bookkeeping services

• Catch-up and clean-up bookkeeping

• Clear, readable financial reports

• Tax-ready organization aligned with CPA oversight

No judgment if you’re behind. We start where you are and move forward.

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Fractional CFO Services

Executive-level financial guidance—without the full-time cost.

Our fractional CFO services are for business owners who want to lead with confidence and data, not guesswork.

• Cash flow planning and forecasting

• Budgeting and financial strategy

• Monthly financial reviews in plain language

• Decision support for growth, hiring, and investments

This service provides structure, clarity, and accountability as your business grows.

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Transparent Pricing

No hidden fees. No pressure. Clear pricing so you can decide what fits your needs.

All services are managed and overseen by a licensed CPA.

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Tax Preparation Pricing

• Individual Tax Preparation (W-2 / 1099):
  Starting at $350

• Self-Employed / Small Business Tax Preparation:
  Starting at $750

• Complex, Multi-State, or Specialized Returns:
  Pricing confirmed upfront after review

Tax Advisory Pricing

• Quarterly Tax Planning Session:
  $300 per session

• Annual Tax Advisory Package (4 Sessions):
  $1,000 per year

Bookkeeping Pricing

• Monthly Bookkeeping Services:
  Starting at $500/month
  (Based on transaction volume and complexity)

• Catch-Up / Clean-Up Bookkeeping:
  Starting at $125/hour or flat-rate after review

Fractional CFO Pricing

• Fractional CFO – Foundation:
  Starting at $1,250/month
  (Monthly financial review, cash flow guidance, and action plan)

• Fractional CFO – Growth:
  Starting at $2,500/month
  (Forecasting, budgeting, KPIs, and strategic decision support)

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How It Works

1. Initial Contact – Reach out by clicking the "book Now" button and book a free consultation call

2. Financial Snapshot – We review your situation

3. Clear Plan – You know exactly what comes next

4. Ongoing Support – Tax prep, advisory, bookkeeping, or CFO services—handled professionally

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You don’t need to have everything figured out before contacting us, that’s our role.

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Why Advisory Team Consulting?

Clients work with us because we:

• Explain things clearly

• Communicate consistently

• Respect your time and situation

• Lead with structure and empathy

• Operate with CPA-level standards and oversight

We focus on solutions, not shame.

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Frequently Asked Questions

Are all services managed by a CPA?
Yes. All tax preparation, tax advisory, bookkeeping, and fractional CFO services are managed and overseen by a licensed CPA.

Do I need all services to start?
No. Many clients begin with tax preparation or bookkeeping and add advisory or CFO support over time.

Can you help if my books are behind?
Absolutely. Catch-up bookkeeping is one of the most common ways clients start working with us.

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Ready to Get Started?

If you’re ready for:

• Less stress during tax season

• Clean, organized books

• Better financial decisions

• Professional, CPA-managed support

We’re here to help.

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Tax season availability is limited to ensure quality, responsiveness, and CPA oversight.

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