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small business consultation

Small Business Consultation

Posted Saturday, November 7, 2020

WCG offers expert small business consultation in-person, by telephone or via videoconference. We love video- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or videoconference.

    Our fee is $150 for 40 minutes (or $250 for advanced consultation with a Partner or Senior Manager). If we decide to press forward with an engagement, we will credit the consultation fee towards future services. If you don’t need convincing and already want our services such as tax return preparation, Business Advisory Services or Tax Patrol, and you simply have some housekeeping questions, we answer those at no charge. Charging a consult fee to tell you how great we are is not cool.


    Consultations are scheduled on weekdays during the work day. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during January through April. We will answer your questions to determine three things-


    • Do you need our help?
    • Can WCG and its support staff help you?
    • Can we work together as a collaborative partnership?

    From there we can determine the best plan which might be a simple "keep on keeping on"; otherwise we will construct a malleable plan together and provide a quote for those services.


    Shockingly we actually return all consultation requests via email or perhaps a phone call (if the moment strikes us). No black holes here!


    Small Business Consultation Agenda

    What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as-

    • tax savings, planning and income modeling
    • S Corp election and operating as an S corporation (including late S Corp elections)
    • Tax Cuts & Jobs Act of 2017 and Section 199A deductions (still relevant in 2020)
    • small business fringe benefits and deductions
    • expense reimbursements and the Accountable Plan
    • industry analysis and peer to peer comparison
    • health insurance, ACA compliance and long-term care
    • executive and fringe benefits
    • business liability
    • partnership agreements, corporate structures and ownership layering
    • retirement plans including solo 401k plans, defined benefits pensions and self-deployed annuities
    • asset protection and trusts, estates and probate

    The buttons below link to our Periodic Business Review (PBR) Agenda, Financial Tune Up Agenda and our year-end tax planning tutorial for creating talking points. We use these throughout the year as a checklist for our business clients. We can also use it for any type of business consultation.

    Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

    And as Clint Eastwood once said in Dirty Harry, A man’s got to know his limitations. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

    Additional Conversation Fodder

    Click on the buttons below to read about our business consultation services including Period Business Reviews and Year-End Tax Planning. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation is necessary to stay ahead of the tax obligations and understand business nuances.


    It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.

    To set up an appointment, please call our offices or use the form above. Thank you in advance for time, and we look forward to working with you!