Advisory
Advice on your business and your next big decision, whenever you need it. Being available at those moments is the foundation of Kramer CPA.
What’s available
- Financial planning. Personal and business. The tax side and the planning side are one conversation.
- Budgeting and forecasting. Personal and business. What you need to hear, not what you want to hear.
- Business automation. Implementation of AI workflows and automation to claim back your time.
- Estate planning. Coordination of all aspects of estate planning. Estate distribution plans, estate tax planning, beneficiary designations, etc.
- Fiduciary services. Trustee services and fiduciary accountings.
How it works
Some engagements are a single decision, others run alongside your year. We scope it on the intro call. There are no hourly rates. The minimum is laid out in the questionnaire. Everything happens online: a secure portal for documents and video calls when we need them.