Get practical answers to your tax or accounting questions
A standalone CPA advisory call gives you time to work through a specific question, understand your options, and identify practical next steps. You can book a call without enrolling in monthly bookkeeping, tax preparation, or ongoing advisory services.
What we can discuss
- Tax questions and planning: estimated payments, deductions, owner compensation, retirement contribution considerations, and decisions to evaluate before year-end.
- Accounting and QuickBooks: transaction questions, reconciliations, financial reports, bookkeeping workflows, and screen-share guidance.
- Starting or changing a business: tax treatment of entity choices, accounting setup, payroll coordination, and organizing your records. Legal formation documents remain your attorney’s responsibility.
- Business decisions: cash flow, pricing, profitability, budgets, and whether more structured accounting or CFO support would help.
How the advisory call works
- Book your time. Choose an available appointment using the paid scheduling link.
- Share your questions. Send a short outline in advance. We will arrange secure sharing if sensitive records are needed.
- Meet online. Use the video meeting and screen sharing to discuss your priorities for up to 60 minutes.
- Identify next steps. Leave with a clearer understanding of your options and any additional work needed.
What the $150 call includes
The fee covers focused, one-on-one consultation based on the information available during the meeting. Substantial advance document review, independent research, written tax strategy reports, calculations, tax return preparation, bookkeeping cleanup, and follow-up projects are scoped and priced separately. We discuss additional work before proceeding.
Not sure which service you need?
A free 20-minute introduction call is available to discuss your needs and whether our firm is a fit. Choose the paid advisory call when you want time dedicated to a specific tax, accounting, or business question.
Guidance from a Boise CPA
Michael Gunckel, CPA brings experience in public accounting, government auditing, and manufacturing controllership to practical tax and accounting discussions. Based in Boise, Succentrix Business Advisors serves individuals and small businesses throughout the Treasure Valley and works remotely with clients. Meet Michael.
Need ongoing support?
Explore monthly bookkeeping, accounting and financial reporting, or fractional CFO services when you need a recurring process for managing your finances.