LLC/Trust Consultation
$0
This session serves as a strategic direction call. While our team cannot provide financial or legal advice, we will assess your needs and recommend the most appropriate next steps to help you create a clear, structured plan moving forward.
30 Minute Consultation
Conducted via Teams or Phone
Accounting and Bill Pay Consultation
$0
This session is a conversation about your financial back-office needs. We'll review what you're currently managing, where the gaps are, and how DAG can step in to handle bill pay, financial reporting, tax document coordination, and administrative support. Note: DAG does not provide legal or financial advice. Our role is to support and coordinate, not to replace your CPA or attorney.
30 Minute Consultation
Conducted via Teams or Phone
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