Consultations & Professional Research
Business Formation, Planning & Advisory
Accounting, Bookkeeping & Financial Services
Tax Preparation & Tax Services
Administrative & Virtual Support
Government Contracting Support
Grant, Nonprofit & Faith-Based Services
Presentations, Professional Documents & Project Support
Georgia Notary Services
Consultations & Professional Research
General Initial Consultation
Up to 60 minutes for a preliminary needs assessment and recommended next steps.
Business Plan Consultation
Business concept, funding goals, documentation review and planning discussion.
Grant Readiness Consultation
Initial review of the organization, proposed program, eligibility, readiness and funding objectives.
Nonprofit / 501(c)(3) Readiness Consultation
Preliminary organizational readiness review. Legal and tax advice are not included.
Business Formation Consultation
Entity-planning and administrative setup discussion. Government filing fees are separate.
Professional Research Package
Focused research with findings and recommended next steps.
Ongoing Research or Consulting
Authorized work beyond an initial consultation or defined package.
Business Formation, Planning & Advisory
Articles & Georgia Registration Assistance
Administrative assistance preparing and submitting Articles of Organization or Incorporation and Georgia Secretary of State registration. Government fees are separate.
EIN Application Assistance
Administrative assistance completing the federal EIN application. The IRS does not charge for an EIN.
Business License Application Assistance
Assistance identifying and completing applicable local business or occupational license forms. Licensing fees are separate.
Annual Registration / Compliance Assistance
Administrative support with Georgia annual registration and related business record updates.
Complete Business Startup Package
Customized formation, EIN, basic licensing-readiness and startup-document organization support based on the business type.
Industry-Specific Startup & Compliance Planning
For regulated or location-based businesses such as restaurants. May include site, zoning, health, building, fire, insurance, equipment, permit and operational-requirement research.
Basic Business Plan
Core business description, market overview, services, operations and basic financial framework.
Comprehensive Business Plan
Expanded market, strategy, operations, SWOT, management and financial sections.
Lender / Investor-Ready Business Plan
Customized plan with deeper research, financial projections, funding strategy and presentation-ready content.
Accounting, Bookkeeping & Financial Services
Monthly Bookkeeping
Routine transaction categorization, account review and monthly financial-record organization. Final fee depends on volume and number of accounts.
Quarterly Bookkeeping
Quarterly organization and review of financial records for businesses with lower transaction volume.
Bookkeeping Cleanup / Catch-Up
Cleanup, reconciliation support and prior-period record organization. Pricing depends on months outstanding and condition of records.
QuickBooks Setup or Training
Initial company-file setup, chart-of-accounts guidance, workflow support or introductory training.
Bookkeeping Consultation
Review of bookkeeping needs, recordkeeping practices, workflow and recommended next steps.
Accounting / Financial Management Support
Authorized accounting, financial-organization, reporting or management support based on scope.
Tax Preparation & Tax Services
Individual Income Tax Return
Federal and applicable state individual income-tax preparation. Final price depends on forms, schedules and complexity.
Self-Employed / Schedule C Return
Individual return preparation that includes qualifying self-employment or sole-proprietor activity.
Partnership Tax Return
Preparation support for partnership income-tax returns and related schedules.
S Corporation Tax Return
Preparation support for S corporation income-tax returns and related schedules.
C Corporation Tax Return
Preparation support for C corporation income-tax returns and related schedules.
Nonprofit Tax Return / Form 990 Series
Preparation support for eligible nonprofit annual information returns. Scope depends on filing requirements.
Annual Tax Check-Up
Annual review of records, estimated-tax needs and upcoming filing requirements. Return-preparation fees are separate.
Quarterly Tax Consultation
Quarterly estimated-tax, recordkeeping and planning review.
Monthly Tax Consultation
Ongoing monthly tax-focused consultation for business planning, records and filing readiness.
Year-Round Tax Consultation
Tax planning and consultation throughout the year. Tax-return preparation is separate.
Administrative & Virtual Support
Administrative / Virtual Support
Professional virtual or onsite administrative, organizational and operational support.
Form Completion / Data Entry Support
Administrative assistance entering client-provided information into approved forms or systems.
Project Coordination Support
Scheduling, document tracking, stakeholder follow-up and project-administration assistance.
Customized Policies, Manuals & Program Documents
Pricing depends on document count, research, complexity and compliance requirements.
Rush Service
When accepted, expedited work may be subject to a rush fee based on deadline and workload.
Government Contracting Support
SAM.gov Registration / Renewal Assistance
Administrative assistance with SAM.gov registration or renewal. SAM.gov registration itself is free.
UEI / CAGE Assistance
Administrative guidance and follow-up support concerning UEI and CAGE-related registration requirements.
Vendor Registration Assistance
Assistance completing qualifying federal, state, county, city or agency vendor-registration forms.
Capability Statement
Professional one-page capability statement development using client-provided and verified company information.
Government Opportunity Research
Targeted research for potential federal, state or local opportunities and basic eligibility requirements.
Proposal / Bid Support
Administrative and proposal-development support based on solicitation requirements, complexity and deadline.
Ongoing Government Contracting Support
Authorized readiness, research, compliance-document and administrative support.
Grant, Nonprofit & Faith-Based Services
Grant Readiness Assessment
Initial review of the organization, program, documents, eligibility and funding objectives.
Grant Readiness Package
Document review, readiness checklist, missing-document identification, reusable organizational information, budget guidance and recommendations.
Nonprofit / Faith-Based Organizational Readiness
Administrative readiness review and document organization for qualifying nonprofit or faith-based organizations. Legal and tax advice are not included.
Grant Opportunity Research
Research and identification of potential opportunities, eligibility requirements, opening dates and deadlines.
Grant Portal / Account Setup Assistance
Administrative assistance establishing or organizing required application-portal access. Third-party or membership fees are separate.
Grant Application Completion & Submission
Entering application information, uploading client-approved documents and submitting through the appropriate funder website or portal. Proposal writing is separate.
Small / Foundation Grant Proposal
Proposal narrative and required sections for a relatively straightforward private, corporate or foundation opportunity.
Intermediate / Complex Grant Proposal
More extensive narrative, budget coordination, supporting-document review and compliance requirements.
Federal / Highly Complex Grant Proposal
Complex application support requiring extensive research, attachments, coordination or technical requirements.
Proposal Writing + Application Submission Package
Combined writing and submission support for a qualifying small or foundation opportunity. Final pricing depends on scope and deadline.
Post-Award Grant Administration
Compliance monitoring, reporting calendars, document organization, expenditure-tracking support, reimbursement-request support and progress-report assistance.
Presentations, Professional Documents & Project Support
Basic Presentation - Up to 10 Slides
Professional organization, formatting and design using client-provided content.
Professional Presentation - 11 to 20 Slides
Expanded presentation design, organization and editing.
Research-Based Presentation
Research, analysis, recommendations and presentation development.
Professional Letter / Correspondence
Professional drafting or formatting of a business letter, response or similar correspondence.
Resume & Cover Letter Package
Professional resume review, revision and coordinating cover-letter support.
Professional Forms / Project Documents
Preparation or formatting of qualifying client forms, checklists, project materials or administrative documents.
Georgia Notary Services
Georgia Notarial Act
Georgia's authorized fee for each notarial act.
Commission Certificate, If Requested
Permitted when the requester asks for a Clerk of Superior Court certificate concerning the effectiveness of the notary commission.
Mobile / Travel / Administrative Convenience
Any separate non-notarial charge will be disclosed and agreed to in advance and is not represented as the statutory notary fee.
