General Consulting
With Signed Monthly Bookkeeping Engagement- To discuss and support your next steps in financial clarity/strategy using Microsoft Teams meeting.
- Payment will be billed with your normal monthly invoice on the 1st of each month.
- *Consulting services with Charity are billable at $225.00 per hour unless stated otherwise within your engagement.*
With No signed Monthly Engagement- To discuss and support your next steps in financial clarity/strategy using Microsoft Teams meeting.
- You will receive an invoice for this appointment. Payment may be required prior to your meeting.
- *Consulting services with no monthly engagement are charged at $225.00 per hour.*
Tax Consulting
Planning & Consultation**Clients with *no signed tax engagement,* services after their return(s) are e-filed, or any other tax-related consulting & planning support.**
- To discuss tax strategy and preparation, and answer any questions relating to tax preparation, payments, notices, etc.
- *Tax Consulting outside of a signed engagement is billable at $225 per hour.*
*Please visit sfrtax.youcanbook.me for your annual tax return review appointment. Booking on the designated page guarantees that your appointment is included in the flat fee.*
Tax Return Review
Please visit SFRNEWCLIENTS.YOUCANBOOK.ME to book this appointment type**For current clients with a *signed* & active annual tax preparation engagement.**
- To review your tax return preparation and discuss tax strategy per your signed engagement(s).
- Please use the designated booking page to guarantee that you are billed correctly for your review appointment.
*(Appointments for tax return review are included in your flat fee. Booking on this page may result on an additional charge for a one time consultation)*
Quick Question
ConsultingA Quick Question is one which the asker hopes can be readily answered. In most cases, we find the quick answer of yes or no is not sufficient to avoid ethical issues, penalties, or undue errors. As accountants we are here to service your best interests with communication that yields profound benefits.
- *If you need a 30-minute appointment please email us.*
- *All Quick Questions and consultation services are charged at $225 per hour.*
*Same-Day Appointments may be available - please email admin@strategicfinancialreporting.com to book.*
New Client Consultation
Please visit SFRNEWCLIENTS.YOUCANBOOK.ME to book this appointment type**New Clients & Referrals interested in signing up for services with SFR.**
- These appointments are only available on Fridays.
- *You will be unable to book any Friday appointments on this page.*
- **New client appointments booked on this page are billable at $225/hour.** Please use the designated page for a *free* consultation.