Agate CPA and HeyCounsel have teamed up to provide HeyCounsel Members a free financial health check.
Ready for a financial wingman? Schedule your initial consultation today and let’s kick-start a partnership built for success!
What It Is:
Imagine this as the annual physical for a law firm’s finances—but without the awkward small talk with a doctor. This free session is designed to assess the financial well-being of your practice, pinpointing strengths, weaknesses, and opportunities you might be overlooking.
What You Get:
✔ Entity Structure Review: A quick look at whether your current setup is maximizing tax benefits.
✔ Deduction Deep Dive: Let’s discuss your firm’s expenses to ensure you’re not leaving tax money on the table.
✔ Estimated Tax Check: A review of your year-to-date tax payments.
✔ Tailored Recommendations: Instead of generic advice, you’ll receive personalized, actionable steps that make sense for your specific situation—because one size rarely fits all in the tax world.
Who We Are:
We’re accounting, tax and financial advisors dedicated to helping law firms succeed.
Click the button below to schedule your free financial health check.