Consulting Services

Improve your Financial Position!

Navigating the complexities of your industry requires a financial partner who understands your unique challenges. Whether you're seeking to secure funding, manage project costs, or maximize profitability, our accounting and business consultations provide the clarity and insights you need to succeed.

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Compliance and NO more RISKS!

Taxes got you feeling tangled?  Whether you're a seasoned investor, a construction guru, or an entertainment mogul, our specialized tax consultations will untangle the complexities and maximize your returns. We'll help you navigate the ever-changing tax landscape, uncover hidden opportunities, and ensure you're paying the least amount legally possible.

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Improve Business Health and Wealth!

Streamline your operations, maximize your impact. Whether you're an investor seeking to optimize portfolio management, a construction firm aiming for project efficiency, or an entertainment company streamlining production workflows, our operational management consultations deliver results. We'll help you identify bottlenecks, implement best practices, and achieve peak performance.

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Lead the Wave!

Need a financial strategist in your corner?  Whether you're an investor navigating complex portfolios, a construction firm managing intricate projects, or an entertainment company seeking financial clarity, our CFO consultations provide the expertise you need. We'll act as your trusted advisor, offering strategic guidance on financial planning, risk management, and growth optimization.

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Consultation Technique

Christine Roccasalvo, owner at Zen Money LLC

Welcome & Icebreaker

a warm and welcoming atmosphere.

Needs & Goals

where we listen, you can ask open-ended questions to understand your financial concerns, goals, and expectations for the consultation.

Financial Snapshot

be prepared to gather and share key information about your current financial situation. This might include reviewing recent tax returns, financial statements, or budgeting habits.

The "Analysis & Action" Phase

we'll dive deep and analyze the information gathered to identify any financial challenges, opportunities, or areas for improvement.


Strategic Recommendations

we will present tailored solutions and strategies to address your specific needs. This might involve tax planning, budgeting advice, debt management strategies, or investment recommendations.

The "Action Plan"

here we will collaborate with each other to develop a clear and actionable plan. Outline specific steps, timelines, and responsibilities.

Tools & Resources

we will share helpful tools, resources, or referrals to support the implementation of your plan.

The"Follow-Up & Beyond" Phase

we will outline the next steps to follow up, support you with open and ongoing communication, and build a long term relationship as your trusted advisor.

Get in touch at support@zenmoney.nyc to receive all the relevant info.

Need a custom plan for larger teams?

  • What's the Big Idea?
  • Who's Your Dream Team?
  • Target Market Deep Dive: Who are your ideal customers?
  • Secret Sauce Time: What are your competitive advantages?
  • Show Me the Money! How will your business generate revenue?
  • Marketing Magic: How will you get the word out about your amazing business? 
  • Operations Overdrive: What are the day-to-day operations of your business? 
  • Milestones & Metrics: What are the key milestones you want to achieve?