C Corp/sole Proprietorship tax deadline is march 16, 2026! partnerships/s corporation tax deadline is april 15, 2026!

Clarity Advisory Membership

Your on-call business advisor for growth, strategy, and clarity.

$250.001 h

The Clarity Advisory Membership provides ongoing, high-level business support for entrepreneurs who want consistent guidance across finance, accounting, tax strategy, systems, operations, people and business growth.

This is a retainer-based advisory service designed to give you direct access to an experienced business advisor who helps you make smarter decisions, optimize your operations, and scale with clarity. While connecting you to a trusted network of resources, other entrepreneurs and key relationships for scalable growth.

Each session is personalized to your business goals and current challenges, and tracked meticulously for steady growth.

What’s Included:

✔ Monthly 60-minute strategy call (or more)
✔ Financial and operational guidance
✔ Accounting and system optimization advice
✔ Tax planning support (advisory only)
✔ Technology and process recommendations
✔ Business growth strategy
✔ Email support between sessions (optional add-on later)

Starter Advisory

(2 calls per month — 60 minutes)

Growth Advisory

(3 calls per month — 60 minutes each plus 1 half hour on demand connect call each month plus unlimited email support)

Premium Advisory

(Weekly support — 4 scheduled calls/month plus included unlimited on demand connect calls, texts and email support)

Investment begins at $450 a month. Custom packages available.

$250 required deposit. Subscription invoicing to begin after first connect call. Clients will be billed on the same day each month following initial connect call date.