Consulting Services

We help you focus on what matters most
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At AM CPA, we are committed to providing high-quality consulting services that empower our clients to thrive in the modern business world. Our team of experienced professionals combines technical expertise with a deep understanding of industry trends, enabling us to deliver customized solutions tailored to your specific needs. Our consulting offerings go beyond transactional tasks to offer valuable insights, strategic advice, and actionable recommendations. We adopt an educational approach when working with business owners, empowering them with the knowledge and tools they need to effectively manage and grow their enterprises.

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Jump Start

Our exclusive consulting service is specifically designed to cater to the unique needs of first-time business owners seeking professional guidance. We provide the expert support you require to embark on your entrepreneurial journey confidently. During this personalized consultation, our team will address your specific concerns, questions, and challenges. We will offer invaluable insights and practical advice tailored to your business concept, helping you lay a solid foundation for success.

Make it Count

Our exclusive series is thoughtfully curated to cater to the needs of small to mid-sized business owners who seek ongoing guidance from a seasoned Accountant. Designed specifically for entrepreneurs who do not require financial statement assistance but value the continuous support of an expert throughout the year, this series offers invaluable benefits for achieving your business aspirations through quarterly meetings.

S Corp Transition

We understand the challenge of determining the most suitable business entity structure for your business. We are readily available to assist in determining the most suitable structure in collaboration with you. For numerous small to mid-sized enterprises in the process of expansion, transitioning from a Schedule C to an S Corporation poses a significant challenge. We possess the expertise to ascertain whether such an entity transition aligns with your business requirements and can diligently guide you through the process to ensure its proper execution.

General Consulting

Our consulting approach is collaborative, client-centered, and driven by a commitment to delivering tangible results. We combine our industry knowledge, technical expertise,
and analytical acumen to provide actionable recommendations tailored to your specific objectives.

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  • QuickBooks Setup / Accounting Systems Configuration

  • Budgeting and Cash Flow Analysis

  • Cost/Pricing Analysis

  • Business Operations and Documentation

  • Accounting Systems Training/Coaching

  • Business Set Up

  • Succession Planning



Jump Start


S Corp Transition


Make it Count


Consulting by the Hour

$400 Allison
$200 Micha
$150 Halie

More Information

Are you interested in any of our Business Services? Drop us a note and we’ll
be sure to contact you and help answer your questions.

Frequently Asked Questions

Our commitment goes beyond the customary accountant-client relationship, wherein our involvement is not limited to tax seasons or mere document requests. Instead, we prioritize understanding you and your enterprise, allowing us to offer tailored assistance and guidance.

In contrast to the conventional and exclusive nature of the accounting industry, AM CPA embraces an inclusive and non-discriminatory approach to our services. We firmly believe in providing a welcoming environment for all clients, irrespective of their appearance, religious beliefs, racial background, or personal preferences. Unlike traditional firms that may inadvertently foster an atmosphere of intimidation, we foster an atmosphere where every question is respected and encouraged, recognizing the importance of a supportive and collaborative relationship with our clients.

At AM CPA, our commitment goes beyond tax season engagements. Opting for our comprehensive full-service options ensures regular communication, typically on a monthly basis, although we may proactively reach out more frequently. We prioritize consistent interaction and support to foster enduring partnerships, as we firmly believe that sustained engagement is key to mutual growth and achievement.

The main difference between an accountant and a Certified Public Accountant (CPA) lies in their qualifications and the scope of services they can provide. While all CPAs are accountants, not all accountants are CPAs. The CPA designation signifies a higher level of qualification, specialized knowledge, and broader service offerings in the field of accounting.

We prioritize a collaborative relationship with our clients, and as such, we do not engage in charging our clients for every interaction. We perceive our clients as valued partners, with whom open lines of communication are essential. While more complex inquiries may incur charges due to the level of work involved, we encourage you to reach out to us via email, phone call, or live chat on our website for prompt and concise answers to straightforward questions without hesitation.

While we appreciate the presence of our clients, kindly note that our office operates on an appointment-only basis during designated office hours.

Clients who thrive with AM CPA are looking to establish enduring, long-term relationships founded on trust, collaboration, and a shared commitment to progress. We are dedicated to providing comprehensive support and guidance, recognizing that sustained partnerships yield the greatest value for all involved.

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