
Engagement Options
Services
Practical financial expertise, backed by doctoral-level research on AI in accounting. Every engagement is built around one goal: giving you clarity, compliance, and more time to run your business.
Tax Preparation & Strategic Tax Planning
Filing your return is the last step — planning is where the savings happen. I work with individuals, small businesses, and self-employed professionals to:
- Prepare accurate federal and California returns for individuals, LLCs, S-corps, and partnerships
- Build year-round tax strategies — entity structure, timing of income and deductions, retirement contributions, and estimated payments
- Resolve notices and correspondence with the IRS and the California FTB
- Plan proactively for major events: business sales, real estate transactions, new ventures
Best for: business owners tired of surprises at tax time, and individuals with complexity beyond a simple W-2.
Bookkeeping & Financial Reporting
You can’t manage what you can’t see. My bookkeeping engagements give owners clean, current, decision-ready numbers:
- Monthly bookkeeping and account reconciliation (QuickBooks and modern cloud platforms)
- Financial statements you can actually read — with plain-English commentary on what’s changing and why
- Catch-up and clean-up projects for books that have fallen behind
- Cash flow visibility so you know what’s coming before it arrives
Best for: small businesses that have outgrown the shoebox but aren’t ready for a full-time controller.
Grant Accounting & Compliance
Grant funding comes with strings attached — and pulling the wrong one can cost you the award. I help nonprofits, small businesses, and grant recipients:
- Set up compliant grant accounting systems with proper cost allocation and tracking
- Prepare financial reports that meet funder requirements
- Manage budgets across multiple grants and funding periods
- Prepare for funder reviews and single audit readiness
Best for: organizations managing federal, state, or foundation funding who need their reporting airtight.
Government Contractor Financial Compliance
Winning a government contract is one challenge; staying financially compliant is another. As a registered federal contractor myself (SAM.gov registered, CAGE-coded), I bring firsthand experience to:
- SAM.gov registration and maintenance
- Accounting system setup that meets government contracting standards
- Indirect rate structures and cost proposal support
- Compliance readiness for state (CalProcure) and federal opportunities
- Teaming and subcontracting financial coordination
Best for: small businesses entering the government market, and current contractors who need their financial house in order.
AI Strategy & Training for Financial Professionals
This is where my practice meets my research. As a DBA candidate studying AI reskilling in accounting, I help firms and small businesses adopt AI the right way:
- Practical AI training for staff — including hands-on best practices for tools like Claude and other large language models
- Workflow assessments: identifying where AI genuinely saves time in tax, bookkeeping, and client service (and where it doesn’t)
- Responsible-use guidance: data privacy, client confidentiality, and quality control when AI is part of your process
- Implementation roadmaps grounded in research, not hype
Best for: accounting and tax firms, and small businesses, that want AI productivity gains without the risk of getting it wrong.
A Note on Scope
A&A Tax Consulting LLC is a licensed tax and financial consulting firm — not a CPA firm. For work that requires CPA licensure, such as audits, reviews, and attestation engagements, I coordinate with established CPA firm partners so you get the right credential for the job, seamlessly.
How Engagements Work
- Discovery call — a no-cost conversation about where you are and what you need
- Proposal — clear scope, clear pricing, no surprises
- Onboarding — secure document collection and systems access
- Ongoing partnership — responsive communication and proactive advice, not just deliverables
Ready to Get Started?
📍 Serving Orange County, California, and clients nationwide (remote-friendly) 📅 [+1(909)688-6799] 📧 [Contact form / email link]
Services

AI-driven bookkeeping, real-time dashboards, and workflow automation to modernize your finance back office.

Tax strategy, compliance reviews, financial consulting, and subcontracting support for government and corporate engagements.
Pricing
AI Starter
AI-Driven Accounting & Tax Strategy engagements typically start at $750–$1,500/month for small businesses needing core bookkeeping automation, sales tax filings, and annual federal/state returns. Growth-focused companies and high‑income professionals usually invest $2,000–$4,500/month for proactive tax strategy, KPI dashboards, and CFO-level financial guidance. Complex entities, multi-state operations, and federal contractors often require custom retainers beginning around $5,000/month, based on transaction volume, number of entities, and compliance scope.
✓ AI bookkeeping
✓ Tax planning
✓ Monthly reporting
✓ Email support
AI Growth
We offer three standard engagement models: Essentials (project-based setup from $2,500) to implement AI-enabled bookkeeping, workflows, and compliance hygiene; Growth (monthly advisory from $1,500) for ongoing tax planning, cash-flow analysis, and automation tuning; and Enterprise/Federal (custom proposals starting near $7,500) for multi-entity groups, government subcontractors, and organizations requiring SAM.gov/CalProcure-aligned reporting, indirect cost rate support, and on-call strategic advisory from Dr. Ammar Ashour, DBA.
✓ Workflow automation
✓ Audit support
✓ Dedicated strategist
✓ Priority access
About
How Our Process Works
We begin with a discovery call, design an AI-accounting roadmap within one week, then implement, train your team, and provide ongoing optimization and compliance reviews.
