Understand your numbers.
Know your next move.
Strategic tax, accounting & business advisory for U.S. small business owners
Get a dedicated advisor to help connect your finances to your business decisions. Keep your current tax preparer and bookkeeper.
A brief conversation to discuss your needs. Advisory sessions are separate paid engagements.
Enrolled Agents (IRS)
QuickBooks ProAdvisor
Gusto Partner
TUCSON, ARIZONA | SERVING CLIENTS NATIONWIDE
You have numbers. You need answers.
Why am I profitable but short on cash?
Can I afford to hire or expand?
What should I plan for before tax season?
Which changes would make my business run better?
A clear process. Useful next steps.
1. CONNECT — Tell me what’s on your mind.
We discuss your business and the decision or challenge you want help with.
2. PREPARE — Bring the right information.
Complete a focused intake and provide the agreed reports before your session.
3. DECIDE — Leave with a plan.
Understand your options and the actions to take yourself or discuss with your existing team.
Work directly with Laura Walker to connect taxes, financial results, and business operations.
A few things to know.
Do I need to switch accountants?
No. Advisory stands on its own. Keep your tax preparer, bookkeeper, and payroll provider.
What if my books aren’t up to date?
Reliable financial reports are needed for analysis. We identify what is needed before agreeing on scope. Cleanup is a separate service.
Are tax returns and implementation included?
Tax preparation, bookkeeping, payroll, detailed tax research, and implementation are separately scoped. Your agreement defines document review and follow-up.
How much does advisory cost?
My advisory rate is $250 per hour. One-time sessions and weekly, monthly, or quarterly advisory arrangements are available. We’ll agree on the scope, estimated fee, and any preparation or follow-up time before work begins. Your initial 15-minute fit call is free.