Office Hours
On a short hiatus
Neither of us should be waiting on the other UNNECESSARily
Advisory Services Under construction
Neither of us should be waiting on the other UNNECESSARily
Advisory Services Under Construction
We love helping business owners with their accounting and tax needs.
But not everyone needs (or wants) extensive 1:1 support. Frankly, it also clogs the gears of most tax-focused firms and Crayon Advisory isn’t an exception to that. To meet the need and goal of regular support that keeps things moving, we built out Office Hours. Unfortunately, it’s not quite working. We’ve gone back to the drawing board and expect to release the new plan and changes to advisory services in June 2023.
For now, use the sign up to the right if you’re interested in regular, recurring tax forward advisory servies for your business.
But that help and support isn’t always necessary one on one. We don’t always know you need help and support. And you don’t always realize there’s some steps that might need to be taken before we can provide you with the support you’re looking for.
Enter our new Office Hours Program. One meeting every month designed to provide support to participants or just a little bit of dedicated time and space to get things done.
We’ll focus on the accounting and tax planning needs of small and medium sized businesses with a bit of training and support you’ll receive in advance of the call each month.
Office Hours participants will receive additional benefits, including a la carte advisory services. More details arriving here later this week.
We love helping business owners with their accounting and tax needs.
But that help and support isn’t always necessary one on one. We don’t always know you need help and support. And you don’t always realize there’s some steps that might need to be taken before we can provide you with the support you’re looking for.
Enter our new Office Hours Program. One meeting every month designed to provide support to participants or just a little bit of dedicated time and space to get things done.
We’ll focus on the accounting and tax planning needs of small and medium sized businesses with a bit of training and support you’ll receive in advance of the call each month.
A la Carte
Direct Support
Smaller, more immediate services are available to Office Hours members. As a new client, you'll be invited to join Office Hours during onboarding. Click the link to join the waiting list.
Accounting Software Tour & Training
$327+
Sometimes a bit more in-depth or direct training is necessary to get you off and running. This is usually a two hour long virtual call in which we'll go over as much as possible about your accounting software.
Custom Process Development
$197 - $697+
Accounting often comes down to having, understanding, and following a prescribed procedure. And sometimes that procedure is highly customized to your business. We'll work with you to develop a procedure built for
Mid Year/Year End Accounting Support
$527 - $1,227
If we're not already working together on your accounting, a mid year or year-end support check-in can help you understand where your accounting is at and what might need to be done prior to your getting started on your tax return.
Advisory - Planning
Customized Packages
From entity planning and selection, business purchase due diligence, to selecting and setting up a a new system, we build packages customized to you and your business's needs.
Customized Monthly Support
$327 - $1,497+
Closing the books can be hard, and group setting support isn't always the right fit. If you're not working with a bookkeeper and need more regular support, we can build a package that fits your needs. Customized monthly packages are limited for 2023 and may not be offered to every client.
Business Entity Planning & Selection
$647 - $2,497+
Whether you're just getting started and need some guidance, are considering changing your entity type, or are looking at a change in ownership, we build packages for you to review your current information, collaborate with your attorney, and help you understand the tax impact and implications of your upcoming decisions.
Business Purchase Support
$1,927 - $4,550
You've started a new business. Or maybe you're considering purchasing a new business. We'll take a look at what currently exists, model the potential, and help you understand the decisions you need to make during start up.
Accounting Software Set up & Conversion
$997 - $2,847
Ready to dive into accounting software? Or make a change from one system to another? We'll poke around at your current software, help you make decisions about which software is right for you, and support you through set up/conversion and implementation.
Megan Justice, EA, LTC # 1922313-C
Your Crayon & Tax Advisor
Hai! I’m Megan, and, yes, that is an origami crane made from ledger paper on my head. I live and breathe taxes and accounting. I’ve spent 20 years honing my skills working with small and medium business owners to help bring peace through understanding in their financial lives. Now, I’m putting all of my experience, compassion, and passion together for you to take advantage of.