As a consultant—whether in management, construction, or technology—your expertise drives client success, but managing the business side can pull you away from delivering value. AI tools like project management software or automated invoicing can streamline tasks, but they don’t replace the need for professional financial management. With over 25 years of combined experience in project management and management consulting, we offer tailored startup services, bookkeeping, and tax planning to help consultants thrive. Our affordable startup package—incorporation, lite bookkeeping, bank account, and payroll setup—complements AI tools to keep your practice organized, compliant, and profitable.
Consultants juggle multiple clients, contracts, and deadlines, requiring a solid business foundation. Our startup services are designed for your needs:
Incorporation: We guide you through forming a PLLC or S-Corp to protect personal assets, crucial for consultants handling high-value contracts or government projects, like those with the Department of Defense or FAA.
Lite Bookkeeping: Track client fees, travel expenses, or software subscriptions (e.g., Smartsheet, used in your project management work) with cloud-based tools that integrate with AI accounting platforms for accuracy.
Bank Account Setup: Keep client payments separate from personal funds, simplifying financial management and aligning with AI-driven banking tools for real-time tracking.
Payroll Setup: Manage payments for subcontractors or support staff with a compliant payroll system, ensuring seamless integration with AI payroll apps.
AI tools can categorize transactions or generate reports, but they lack the industry insight consultants need. Our bookkeeping services, including lite bookkeeping in our startup package, ensure precision:
Track Variable Income: Monitor revenue from hourly, project-based, or retainer contracts, ensuring accuracy beyond AI’s generic categorizations.
Manage Expenses: Categorize costs like consulting software, travel, or certifications (e.g., PMP, relevant to your background), critical for consultants in competitive markets.
Real-Time Insights: Combine AI data with our expertise to analyze financials, optimize pricing, and plan client pitches, enhancing tools like QuickBooks with human oversight.
AI can flag deductions, but strategic tax planning requires human expertise to navigate complex regulations and maximize savings:
Leverage Deductions: Claim write-offs for home offices, professional development, or travel.
Self-Employment Tax Strategy: Plan quarterly estimated taxes to manage variable income, a challenge AI tools often oversimplify, ensuring no penalties.
Stay Compliant: Our integration with lite bookkeeping ensures accurate IRS filings, especially for consultants handling client trust accounts or government regulations, complementing AI tax software with expert review.
While AI enhances efficiency, our services provide the expertise and customization AI can’t match:
Personalized Solutions: We tailor strategies to your consulting niche, whether managing construction projects or advising government agencies, unlike one-size-fits-all AI tools.
Compliance Assurance: Ensure adherence to IRS and industry regulations, critical for consultants working with public sector clients.
Strategic Growth: Reinvest tax savings into marketing, staff or project management tools.
Our affordable startup package (incorporation, lite bookkeeping, bank account, and payroll setup) and expert bookkeeping and tax services ensure consultants like you stay compliant and profitable. Contact us for a free consultation or visit our pricing page and build a practice as impactful as your expertise.
Leverage AI, trust expertise—grow your consulting business with confidence.