What's Included
- Review of your monthly financial statements and trends
- Budget and spending analysis discussion
- Cash flow planning and forecasting review
- Financial goal progress discussion and strategy
- General financial organization guidance
- Business income and expense review (Business + Concierge tiers)
- Net worth tracking and wealth building discussion
- Subscription and recurring expense review
What's NOT Included
- Tax preparation or tax filing services
- Specific tax advice (beyond general planning discussions)
- Investment advice or portfolio management recommendations
- Legal advice of any kind
- Insurance advice or recommendations
- Audit, review, or compilation engagements under SSARS
- Any service requiring a separate engagement letter
- Representation before the IRS or state tax authorities
Important Disclaimer
Concierge consultations are informational discussions with a licensed CPA. They do not create a CPA-client engagement for audit, review, compilation, or tax preparation purposes under SSARS, GAAS, or any other professional standard.
For specific tax, legal, or investment advice, please consult the appropriate licensed professional. Your Stewardfi CPA can provide referrals upon request.
Consultation Format
Concierge consultations are scheduled monthly via Calendly. Sessions are typically 30-45 minutes and conducted via video call. Your CPA will review your meeting prep summary before each call.
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