Business formation, tax strategy, accounting, funding readiness, and 19 workshops — all under one roof. For entrepreneurs, professionals, and anyone serious about building something real.
19
Workshops
$25
Per Workshop
$75
1-on-1 Session
50
States Served
What do you need today?
→
🏛
Start or Structure My Business
LLC, S-Corp, nonprofit, EIN & compliance
→
📊
Tax Prep & Accounting
Income Tax Consultants of America · From $250
→
💼
Get Funding Ready
SBA prep, business plans & loan packaging
→
🎓
Attend a Workshop — $25
19 topics · Live, virtual & on-demand
→
📎
Upload My Documents
Secure portal for tax, formation & funding docs
Business FormationTax Prep from $250Bookkeeping from $100/moSBA Loan Readiness19 Workshops — $25Florida 🌴 Ohio 🏛 Georgia 🍑S-Corp Elections501(c)(3) NonprofitsCredit Strategy1-on-1 Sessions — $75All 50 StatesBusiness FormationTax Prep from $250Bookkeeping from $100/moSBA Loan Readiness19 Workshops — $25Florida 🌴 Ohio 🏛 Georgia 🍑S-Corp Elections501(c)(3) NonprofitsCredit Strategy1-on-1 Sessions — $75All 50 States
LLC, S-Corp, nonprofit, EIN & compliance. Florida, Ohio & Georgia specialists — all 50 states served. We file it correctly, the first time, with every document you need to open a bank account and start operating.
Personal and business tax returns done right — Schedule C, S-Corp 1120-S, nonprofit Form 990 & IRS letter response. We review your prior year, identify missed deductions and flag issues before they become problems.
Personal Returns · S-Corp 1120-S · Schedule C · Form 990 · IRS Letters · Tax Planning · Amended Returns
From $250
03
Accounting & Bookkeeping
Monthly bookkeeping, QuickBooks setup, financial cleanup & ongoing reporting. Whether you are 3 months behind or starting fresh, we organize your books, reconcile your accounts and produce the P&L your lender needs.
Most business owners are turned down because they walk in unprepared. We build the complete lender-ready package — business plan, 3-year financial projections, executive summary and full documentation — so you walk in ready to close.
SBA Loan Prep · Business Plan · Financial Projections · Loan Package · Funding Strategy · Equipment Financing
From $350
05
Credit & Financial Growth
Your credit score is your leverage. We provide credit education, debt strategy, financial literacy coaching and business credit building — giving you the financial profile lenders, landlords and partners want to see.
Credit Education · Debt Strategy · Business Credit Building · Financial Literacy · Score Roadmap
Business education from formation to funding. Every workshop includes a 30-minute 1-on-1 consult with Quentin. Live, virtual & on-demand across 4 tiers — Foundational, Business Builder, Capital & Growth, Compliance & Operations.
Starting a Business (FREE) · LLC or S-Corp · QuickBooks · Business Plan · Funding · NIL · AI for Business · + 13 more
$25 per seat + consult
How It Works
Four Steps to Financial Clarity
01
Consultation
$75 session — we assess your goals, business stage & financial position.
02
Custom Strategy
A tailored roadmap covering formation, tax, funding & growth.
03
Execution
We file, prepare, package & plan — done for you, done right.
04
Scale & Grow
Ongoing accounting, compliance monitoring & business strategy.
WHO WE SERVE
Built for Anyone Building Something
Whether you're launching your first LLC or scaling an established business, Burkes Financial meets you where you are — and takes you further.
🏗️
Startups & New Businesses
"You have the idea. You need the structure."
Most new businesses fail before they start — wrong entity, missed filings, no EIN, no bank account. We form your LLC or corporation correctly from day one, set up your EIN, and get you operating legally so you can focus on growth.
LLC Formation · EIN · Operating Agreement · Business Plan · $75 Strategy Session
Start My Business →
🔧
Contractors & Freelancers
"You're collecting 1099s and paying too much in taxes."
If you're self-employed and making $50K+ per year, an S-Corp election could save you $5,000–$12,000 annually in self-employment tax. We handle the election, the payroll setup and the quarterly filings.
"Every property should be in its own entity. Is yours?"
Real estate without the right structure is liability waiting to happen. We set up holding LLCs, operating agreements, and tax strategy to protect your assets and maximize deductions — whether you own 1 property or 10.
"If a brand is paying you — you're a business. Act like one."
Brand deals, sponsorships, content revenue — the IRS sees all of it as business income. We help creators structure correctly, elect S-Corp status at the right income level, and build a business that outlasts any single platform.
"Your truck is your business. Your business needs a structure."
From DOT compliance to IFTA to the right LLC structure, we understand the trucking industry. We set up your entity, handle your bookkeeping, manage your quarterly taxes and keep your business running lean.
"Your mission deserves the legal protection and tax status to match."
We incorporate your nonprofit, prepare your bylaws and board documents, file for 501(c)(3) tax-exempt status, and keep you compliant with annual reporting — so you can focus on impact, not paperwork.
Nonprofit Incorporation · 501(c)(3) Application · Form 990 · Board Documents · EIN
Start My Nonprofit →
📈
Established Small Businesses
"You're making money. Now let's make sure you're keeping it."
Most established businesses are either overpaying in taxes, undermaintaining their books, or operating under the wrong entity structure. A single strategy session with Quentin often identifies $5K–$20K in recoverable savings.
Tax Strategy · Bookkeeping Cleanup · S-Corp Analysis · Business Plan · Funding Prep
Book a $75 Audit →
💡
Side Hustlers Going Full-Time
"The moment you're ready to go full-time, structure matters."
Transitioning from W-2 to full-time entrepreneur is the moment most people get their taxes and entity structure wrong. We map your transition — entity selection, quarterly estimated taxes, bookkeeping setup and a 12-month financial plan.
LLC Formation · Tax Planning · Bookkeeping Setup · From Hustle to Business Workshop
Plan My Transition →
💼
Professionals & Consultants
"You bill by the hour. Are you protecting what you earn?"
Doctors, attorneys, financial advisors, coaches — high-income professionals are often the most overtaxed. We build the right entity structure, manage your books and implement tax strategies that keep more of what you earn.
"Your name, image and likeness is a business. Treat it like one."
NIL income is taxable income. Without the right LLC structure and tax strategy, athletes lose a significant portion of brand deals and appearance fees to taxes and agent fees. We build the business around the athlete.
"No annual fees. No excuses. Ohio is one of the best states to form a business."
Ohio LLCs require no annual renewal fees — ever. We serve the Lorain, Cleveland and Northeast Ohio market with full formation services, tax prep, bookkeeping and funding readiness from our Ohio division.
"Wealth isn't built by accident. It's built by structure."
Whether you're starting from zero or scaling to seven figures, financial structure is the foundation. Credit strategy, business formation, tax planning and funding access — we work with anyone serious about building something real.
IRS Form 990, 990-EZ, or 990-N depending on revenue. Compliance & public disclosure prep.
$400 starting price
Form 990 / 990-EZ / 990-N
Revenue & expense classification
Program service description
Board disclosure review
IRS Letter Response
Received an IRS notice? We respond professionally, protect your position & resolve the issue.
$150+ based on complexity
Notice review & assessment
Response letter preparation
IRS communication handling
Follow-up coordination
Pricing Note: All tax prep prices are starting prices. Final price quoted after reviewing your documents and complexity. Returns involving multiple states, prior year amendments, rental properties, or complex business structures may be priced higher. We quote before we file — no surprises, ever.
Accounting & Bookkeeping
Monthly Accounting Plans
Ongoing financial management — organized books, accurate reports, and the clarity to make smart business decisions every single month.
Starter
$100
per month
Up to 75 transactions/mo
Monthly bank reconciliation
Basic income & expense categorization
Monthly P&L report
QuickBooks or Wave setup
Email support
Most Popular
Growth
$200
per month
Up to 200 transactions/mo
Full monthly reconciliation
P&L + Balance Sheet reports
Accounts payable/receivable tracking
Quarterly tax estimate review
Priority email & phone support
Annual tax prep discount (10%)
Premium
$300
per month
Unlimited transactions
Full accrual accounting
P&L, Balance Sheet & Cash Flow
Payroll reconciliation
Monthly strategy call (30 min)
Annual tax prep included
Dedicated account manager
📎 QuickBooks Setup
Chart of accounts, bank connections, opening balances
$150 one-time
📊 Financial Cleanup
Catch up on months or years of uncategorized transactions
$150–$400
📅 Tax Planning Session
Mid-year review, deduction strategy & projection
$75 per session
Ready to Get Organized?
Upload Your Docs or Book a Session Today
Send us your tax documents, bank statements, or bookkeeping files through our secure portal and we'll take it from there.
Education & Training
Workshop Curriculum
19 business education workshops. $25 per seat. Live, virtual & on-demand. 🌴 = Florida-specific content.
$25 per seat
1-on-1 follow-up available — $75/session
Tier 1 — FoundationalFlorida
🎁 FREE — Limited Seats
Starting a Business
Legal structure, licensing, Sunbiz registration & launching correctly in Florida. From idea to operating entity — the right way, the first time.
Choose the right entity — Sole Prop, LLC, or Corp
Florida Sunbiz registration step-by-step
EIN, business bank account & BTR requirements
Common launch mistakes that cost money later
✅ Includes 30-min consult with Quentin
FREE+ 30-min consult included
Tier 1 — FoundationalFlorida
Do I Need a LLC?
Florida LLC liability protection, Sunbiz filing process & when to form vs. wait. Know exactly when an LLC makes sense — and when it doesn't.
What an LLC actually protects you from
Single-member vs. multi-member — what changes
Florida-specific costs: $125 setup + $138.75/yr
When NOT to form an LLC yet
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 1 — FoundationalFlorida
LLC or S-Corp — Which Is Right?
Florida tax treatment, S-Corp election timing & how to reduce self-employment tax. Real numbers side-by-side — presented by Quentin Burkes at TED Center Delray Beach.
15.3% SE tax — what you're overpaying right now
S-Corp election sweet spot: $50K–$80K+ net profit
~$9,180/yr average savings with correct structure
Form 2553 — when & how to file
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 1 — Foundational
Do I Need QuickBooks?
Accounting software is not about taxes — it's about control. Learn exactly when your business needs QuickBooks, Wave, or nothing at all.
5 behavioral triggers that demand accounting software
Money mixing: why Cash App is killing your leverage
P&L, Balance Sheet & what lenders actually want
QuickBooks vs Wave vs Xero — honest comparison
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 1 — FoundationalFlorida
NAICS Code — Why It Matters
How your NAICS code affects SBA eligibility, FL grant access & contracting opportunities. Most business owners have the wrong code — and it's costing them.
What NAICS codes are and how they're assigned
How the wrong code blocks SBA loans & grants
Florida-specific programs tied to NAICS classifications
How to change your code and when
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 2 — Business Builder
Business Plan Workshop
Hands-on plan building with questionnaire, lender-ready framework & executive summary. You leave with a working document — not just notes.
Deep dive into each section of a fundable business plan — from executive summary to financial projections. Built for lenders, investors & SBA applications.
Executive summary that opens doors
Product/service value proposition with ROI framing
Organizational structure & operational readiness
3-year financial projections lenders trust
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 2 — Business Builder
The New Age Entrepreneur
From platform payments to real ownership — the 6-step framework for creators, side hustlers & digital entrepreneurs. The IRS doesn't care about your follower count.
If Stripe, Etsy or TikTok pays you — you're in business
Talent makes money. Structure keeps it. Turn what you do naturally into income, control and ownership — from idea to operating business.
3 business lanes: Sole Prop, LLC, S-Corp — when each applies
The 3-bucket accounting system: Income, Expenses, Taxes
Platforms that send 1099s: YouTube, TikTok, Etsy, Shopify
12-month roadmap from hustle to structured business
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 2 — Business Builder
Money Matters
Financial control for entrepreneurs — budgeting, cash flow, profit vs revenue, and building a money system that actually works for your business.
Revenue vs profit — why most owners get this wrong
Cash flow management & the 90-day runway rule
Owner pay structure: draws vs salary vs distributions
Building a monthly financial review rhythm
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 3 — Capital & Growth
Funding — Get Capital
The minimum steps to access capital and avoid the common pitfalls. Real talk on what lenders actually want — and what disqualifies most applicants before they start.
Personal credit 600+ — what to do if you're not there
Documents every lender requires: P&L, balance sheet, bank statements
SBA loans, CDFIs, grants & microgrants — which fits your stage
The 10% cash injection rule & collateral strategy
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 3 — Capital & GrowthFlorida
Get Funding for Your Business
Palm Beach County's full funding ecosystem — from SBA loans to angel investment to community grants. Presented by Quentin Burkes & Seabron Smith, TED Center.
Building economic power through collective ownership, community investment and local business ecosystems. A framework for generational wealth through entrepreneurship.
How community-based businesses create compounding wealth
CDFIs, cooperatives & community reinvestment funds
Building vendor relationships that keep dollars local
From individual business to community economic engine
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 3 — Capital & Growth
NIL — Name, Image & Likeness
Athletes, creators & public figures — monetize your brand legally and protect your income. From NIL deals to LLC structure to tax strategy for personal brand revenue.
NIL deal structure: what to sign and what to avoid
LLC vs sole prop for athlete & creator income
Tax treatment of brand deals, sponsorships & appearances
Building a business that outlasts the sport
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 3 — Capital & Growth
Business Literacy vs Capital Literacy
You can run a great business and still be financially illiterate. Learn the language of capital — balance sheets, debt ratios, leverage — and how lenders read your financials.
Business literacy: operations, marketing, management
Capital literacy: debt ratios, leverage, creditworthiness
How lenders score your business in 60 seconds
Moving from reactive (April 15) to proactive year-round strategy
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 4 — Compliance & Operations
Payroll — Setup & Strategy
Once payroll enters the chat, spreadsheets are done. Set up payroll correctly, avoid IRS penalties and understand what changes when you pay yourself or your team.
1099 vs W-2 — the misclassification trap that triggers audits
S-Corp reasonable salary: what the IRS is watching
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 4 — Compliance & Operations
Social Media for Business
Social media is a sales channel — not just content. Build a strategy that generates leads, converts followers to clients and supports your business goals.
Platform selection: which channel fits your business model
Content that converts: lead generation over vanity metrics
FTC compliance: disclosures & business vs personal accounts
Social selling workflow that feeds your pipeline
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 4 — Compliance & OperationsFlorida
Contracting / SAM.gov / OEB
Government contracting, federal registration & Florida's Office of Economic & Business Development. Unlock contracts most small businesses don't know exist.
SAM.gov registration — required for all federal contracts & grants
NAICS codes, certifications & set-aside programs
Florida OEB — minority & women-owned business certification
How to find and bid on government contracts
✅ Includes 30-min consult with Quentin
$25per seat + consult
Tier 4 — Compliance & Operations
AI for Business
Automate your business with AI — from client intake to bookkeeping to marketing. A practical workshop for non-technical owners ready to work smarter.
AI tools for bookkeeping, scheduling & client communication
Prompt engineering basics for business owners
Automating tasks with Make.com & Zapier
AI + your brand voice: content that sounds like you
✅ Includes 30-min consult with Quentin
$25per seat + consult
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Formation Price List
Transparent Pricing
Flat BF service fee + actual government fees broken out separately. Packages or à la carte. FL, OH & GA focus — all 50 states accepted.
📌 Government fees passed through at cost — zero markup, ever
🌴 Florida — Sunbiz / Division of Corporations
$125
LLC Filing
$138.75
Annual Report
$400
Late Penalty
May 1
Deadline
⚠️
Florida $400 Late Penalty — Non-Waivable
Annual reports due May 1. The $400 penalty cannot be waived or reduced. Entities not filed by the 3rd Friday of September are dissolved. BF managed filing protects you.
LLC Starter
Florida LLC
Articles of Organization (Sunbiz)
Name availability check
EIN / Federal Tax ID application
Digital document package
Filing confirmation
$150+$125
All-in: $275
Most Popular
LLC Complete
FL LLC + Agreement
Everything in LLC Starter
Custom operating agreement
Compliance checklist
Banking setup guidance
1-year annual report reminder
$225+$125
All-in: $350
S-Corp Election
IRS Form 2553
IRS Form 2553 prep + filing
Reasonable salary guidance
Payroll setup checklist
S-Corp compliance overview
Filing confirmation
$250+$0 IRS
All-in: $250
Florida Corporation
FL Corp
Articles of Incorporation
EIN application
Corporate bylaws template
Initial meeting minutes template
S-Corp add-on available
$300+$70
All-in: $370
Nonprofit Starter
FL Nonprofit
Articles of Incorporation (nonprofit)
EIN application
Bylaws template
Board resolution template
Sunbiz filing + confirmation
$250+$70
All-in: $320
Best Value
501(c)(3) Complete
Full Nonprofit
FL nonprofit incorporation
EIN + bylaws + board resolutions
IRS Form 1023-EZ prep + filing
Conflict of interest policy
Post-approval checklist
$500+$345
FL $70 + IRS $275 = $845 total
🏛 LLC Services
Service
BF Fee
Gov't Fee
Total
Notes
FL LLC Formation
Articles, name check, EIN, Sunbiz filing
$150
$125FL Sunbiz
$275
Florida
Operating Agreement
Custom single or multi-member
$85
$0
$85
No Fee
EIN Only
$50
$0
$50
No Fee
Annual Report
Sunbiz — due May 1
$50
$138.75
$188.75
$400 late
DBA / Fictitious Name
$75
$50
$125
Florida
Entity Reinstatement
$100
$100–$600+
$200+
Dissolved
BOI Report (FinCEN)
$75
$0
$75
No Fee
🏢 Corporation & S-Corp
Service
BF Fee
Gov't Fee
Total
Notes
FL Corporation Formation
$300
$70FL min.
$370
Florida
S-Corp Election (2553)
$175
$0
$175
No Fee
LLC → S-Corp Package
Form 2553 + salary guidance + payroll checklist
$250
$0
$250
No Fee
Corp Annual Report
$50
$150
$200
$400 late
❤️ Nonprofit — Higher Complexity = Higher BF Fee
Service
BF Fee
Gov't Fee
Total
Notes
FL Nonprofit Incorporation
$250
$70
$320
Florida
501(c)(3) — 1023-EZ
Small orgs under $50K projected revenue
$350
$275IRS fee
$625
Small Org
501(c)(3) — Full 1023
Large org — narrative, financials, board docs
$750
$600IRS fee
$1,350
Large Org
Nonprofit Annual Report
$40
$61.25
$101.25
Florida
🏛 Ohio — Ohio Business Central · Secretary of State
$99
LLC Filing
$0
Annual Report
None
Recurring Fees
✅
Ohio LLCs — Zero Annual Fees. Ever.
Ohio is one of ~5 states nationwide with no annual report or recurring fees for LLCs. Pay $99 once, then focus on growth. Nonprofits file every 5 years at $25.
Ohio LLC Starter
Ohio LLC
Articles of Organization
Name availability check
EIN application
Digital document package
Filing confirmation
$150+$99
All-in: $249
Most Popular
Ohio LLC Complete
LLC + Agreement
Everything in LLC Starter
Custom operating agreement
Compliance checklist
Statutory agent guidance
Banking setup guidance
$225+$99
All-in: $324
S-Corp Election
IRS Form 2553
IRS Form 2553 prep + filing
Reasonable salary guidance
Payroll setup checklist
Filing confirmation
$250+$0
All-in: $250
Best Value
Ohio 501(c)(3) Complete
Full Nonprofit
OH nonprofit incorporation
EIN + bylaws + board docs
IRS Form 1023-EZ prep + filing
Post-approval checklist
5-year compliance reminder
$500+$374
OH $99 + IRS $275 = $874 total
🏛 Ohio Services
Service
BF Fee
Gov't Fee
Total
Notes
Ohio LLC Formation
$150
$99
$249
Ohio
Operating Agreement
$85
$0
$85
No Fee
EIN Only
$50
$0
$50
No Fee
Ohio Corp Formation
Min $99 — graduated by shares authorized
$300
$99+
$399+
Ohio
S-Corp Election
$250
$0
$250
No Fee
501(c)(3) — 1023-EZ
$350
$275
$625
Small Org
501(c)(3) — Full 1023
$750
$600
$1,350
Large Org
Nonprofit 5-Year Statement
$40
$25
$65
Every 5 Yrs
🍑 Georgia (Atlanta) — GA Corporations Division
$110
LLC Filing
$60
Annual Reg
$25
Late Penalty
Apr 1
Deadline
📋
Georgia Annual Registration — Due April 1
All GA LLCs file Jan 1 – Apr 1. Fee: $50 + $10 service = $60/yr. Late fee $25. Multi-year option available. More manageable than Florida.
Georgia LLC Starter
Georgia LLC
Articles of Organization
Name availability check
EIN application
Digital document package
Filing confirmation
$150+$110
All-in: $260
Most Popular
Georgia LLC Complete
LLC + Agreement
Everything in LLC Starter
Custom operating agreement
Annual registration guidance
Compliance checklist
Banking setup guidance
$225+$110
All-in: $335
S-Corp Election
IRS Form 2553
IRS Form 2553 prep + filing
Reasonable salary guidance
Payroll setup checklist
$250+$0
All-in: $250
Best Value
GA 501(c)(3) Complete
Full Nonprofit
GA nonprofit incorporation
EIN + bylaws + board docs
IRS Form 1023-EZ prep + filing
Post-approval checklist
$500+$345
GA $70 + IRS $275 = $845 total
🍑 Georgia Services
Service
BF Fee
Gov't Fee
Total
Notes
Georgia LLC Formation
$150
$110
$260
Georgia
Operating Agreement
$85
$0
$85
No Fee
Annual Registration
Jan 1 – Apr 1, $60 total
$50
$60$50+$10 svc
$110
$25 late
GA Corp Formation
$300
$110
$410
Georgia
S-Corp Election
$250
$0
$250
No Fee
501(c)(3) — 1023-EZ
$350
$275
$625
Small Org
501(c)(3) — Full 1023
$750
$600
$1,350
Large Org
🗺
All 50 States — No State Turned Down
BF service fees are fixed regardless of state. Government fees researched and quoted before work begins — always at cost, zero markup. Total quoted upfront before work starts.
Our Service Fee — Any State
LLC Formation
Any state + operating agreement option
$150 BF + state fee
LLC + Operating Agreement
Full package — any state
$225 BF + state fee
Corporation Formation
Any state
$300 BF + state fee
S-Corp Election
IRS Form 2553 — any state
$250 BF — no gov't fee
Nonprofit Incorporation
Any state + bylaws package
$250 BF + state fee
501(c)(3) — 1023-EZ
Small orgs — any state
$350 BF + $275 IRS
501(c)(3) — Full 1023
Large orgs — any state
$750 BF + $600 IRS
Annual Report
Any state — deadline researched
$50 BF + state fee
Not Sure What You Need?
1-on-1 consultation — we guide you to the right path
$75 flat · 60 minutes
Transparency Statement: Burkes Financial charges a flat service fee for preparation, research, filing & follow-up. All government fees are passed through at published cost — zero markup, ever. State fees shown are current as of May 2026 and subject to change. Out-of-state formations researched and quoted before work begins. Nonprofit 1023 Full pricing may vary by complexity — quoted individually after intake. Burkes Financial is a business formation and financial consulting service, not a law firm.
Secure Document Portal
Upload Your Documents
Submit what we need to get started. Select your request type, fill in your details, and upload files securely.
📎
Drag files here or click to browse
Gov't ID, EIN letter, existing articles, business licenses
PDF, JPG, PNG, DOC, DOCX — Max 10MB each
✅ Submitted! Quentin will review and reach out within 1 business day · (561) 315-7129
📄
Drag files here or click to browse
W-2s, 1099s, prior returns, bank statements, P&L, QuickBooks exports
PDF, JPG, PNG, DOC, XLSX, CSV — Max 10MB each
✅ Received! Quentin will be in touch within 1 business day · (561) 315-7129
💼
Drag files here or click to browse
Last 2 years tax returns, 3 months bank statements, P&L, balance sheet
PDF, JPG, PNG, DOC, XLSX — Max 10MB each
✅ Funding readiness review starts within 1 business day · (561) 315-7129
🎓
Workshop Registration — $25 per seat
Live · Virtual · On-demand · Corporate bookings available
✅ Registered! Payment details and session link sent within 24 hours · (561) 315-7129
📅
1-on-1 Consultation — $75 per session · 60 minutes
Personalized strategy · Action plan included · Virtual or in-person
📎
Optional — any context documents
Business docs, tax returns, financial statements, anything relevant
PDF, JPG, PNG, DOC, XLSX — Max 10MB each
✅ Booking received! Quentin will confirm your session within 1 business day · (561) 315-7129
Client Intake
Tell Us About Your Needs
Complete this form after payment. Your answers help us prepare exactly what you need — no guessing, no delays.
Service
Service Name
How it works
① Pay below · ② Click Complete Intake · ③ Answer service questions · ④ Upload your documents · ⑤ Quentin follows up within 1 business day
