Our Services
Built for Business Owners Who Want
More Profit and Less Complexity
As a growing small business owner, you don’t have time to wrestle with messy books, unclear tax strategy,
or cookie-cutter financial advice. You need tailored, proactive support that delivers results —
and helps you scale with confidence.
Have a Franchise? Click Here
Financial Review
For the franchise owner who wants high-level visibility and expert guidance without committing to an annual plan (yet).
Includes Review Of:
Past two years tax return
Entity structure
Accounting method
Fixed asset schedule
Payroll reports
Profit and loss and balance sheet for the last two years
We will have an initial meeting to talk about your goals.
You will securely upload documents to our portal and answer a questionnaire.
We will prepare a report and meet on zoom to review findings together.
40 Minute
Strategy Session
For franchise operators who want answers, fast. Bring your biggest questions, like:
Typical questions might include:
What can I and what can I not legally write off?
What can I and should I depreciate?
What is passive and active income?
Calls conducted on Zoom, with a recording of the call available.
Ongoing Services
We Offer Different Levels of Service To Meet Your Needs
BasiC
Small business owner that just wants a compliance based package. Not interested in growth, advisory or planning. Just keeping things on cruise control.
CORE
For the small business owner who wants to plan but not interested in creative tax planning that could impede cash flow.
Platinum
For the small business owner who wants to run a profitable enterprise and wants to strategize tax savings while also planning for the future.
Schedule Your Discovery Call
Let’s discuss your financial goals and determine which service tier fits your franchise best.
At Hanlon CPA, we cultivate transformation and prosperity.
We take a unique approach by empowering entrepreneurs to become informed, confident and effective in their financials.