Focused guidance for the question, decision, or project in front of you.
One-time consultations · Defined projects · Clear next steps
Sometimes you need to talk through a decision, get your business started, or put a useful tool in place.
Advisory Services give us a focused way to work on that. We’ll understand what you need, agree on the work, and help you move forward with a clearer plan.
You work directly with me, Amanda. We can start with a consultation or discuss one of the project services below.
Both consultations are one hour, with $200 paid at booking.
$200 / one hour
Focused tax guidance or planning for your personal or business situation. We’ll discuss your questions, consider the options, and identify the next steps.
$200 / one hour
A focused conversation about your business, its goals, and the questions you’re facing. We’ll look at where you are and which services could help you move forward.
The consultation fee covers the scheduled hour. Additional time, research, calculations, reports, filings, or other deliverables may involve separate fees. We’ll discuss the scope and price before proceeding; no additional work is performed or billed without your approval.
Tax return preparation, return reviews, and amendments are separate services.
We’ll confirm the work and responsibilities before starting your project.
Starting at $250
One-time fee · Yours to use indefinitely
A Google Sheets tracker customized around your business, so you can record income and expenses and see a clear view of your profit and loss.
The one-time fee includes customization and a setup meeting. The finished tracker is yours to keep and use indefinitely, with no ongoing subscription fee from Handled.
You maintain the entries. Ongoing support, later changes, and additional customization are separate from the initial purchase.
Discuss your tracker$500
One-time service
Get your new business started with practical help, clear explanations, and a plan for the steps that apply to you.
Requirements vary by location and business activity. We’ll identify the applicable steps and clarify who handles each one before starting.
Ask about startup support$750
One-time service
Understand S-Corp tax treatment and get help making the IRS election for an eligible LLC, corporation, or other qualifying entity.
The S-Corp election changes federal tax treatment; it does not itself form an LLC or corporation. We’ll identify any underlying formation or related work needed and confirm the scope before starting.
Ask about an S-Corp electionA first-year business owner was earning income but unsure what to track, how much to set aside, or which questions to ask.
We started with separate business records, a simple way to track income and expenses, and a clearer view of tax obligations and next steps.
Having a place to ask questions helped her move forward with a plan she could understand and follow.
An anonymized client story. Each engagement depends on the client’s circumstances and agreed scope.
Book a Tax Guidance or Business Consultation, or get in touch about a specific project. If you’re unsure which service fits, the New Client Intro is for discussing service options.
We clarify what you need, what information to provide, and the scope and fee for any work beyond the consultation.
We work through the agreed questions or project, so you understand what’s been covered and what comes next.
A business owner had already elected S-Corp status and was paying a salary, but needed a closer look at the responsibilities that continued afterward.
We reviewed how owner compensation and other planning decisions fit the business, and established regular check-ins to keep the financial picture current.
The experience is a reminder that understanding what comes after an election matters alongside the paperwork itself.
An anonymized client story. Each engagement depends on the client’s circumstances and agreed scope.
Clear expectations from the start.
The New Client Intro is a short conversation about your needs and the services available. It does not include tax advice, planning, or document review.
The $200 Tax Guidance and Business Consultations set aside one hour for focused advice and discussion.
The $200 fee covers the consultation hour. Reports, research, calculations, filings, tools, and other deliverables are separate work when needed. We’ll discuss the scope and fee and get your approval before proceeding.
Consultations and project services are separately priced. Before booking, we can clarify whether you need a consultation first or can begin with the defined project.
No. It starts at $250 as a one-time fee for a Google Sheets tracker customized to your business, including a setup meeting. It is yours to keep and use indefinitely.
You’ll need access to Google Sheets and will enter your own records. Ongoing support and future customization are separate.
Share your questions and relevant background when booking. If documents or other information would help, I’ll let you know what to provide through the client portal.
Memberships provide year-round questions access and planning. Financial Partnerships offer monthly business guidance with a custom scope. We can discuss whether either would better fit your needs.
Explore MembershipsBring your questions. We’ll work out the right place to start.
