Quantity:
1 hour
Do you need help with the "business" side of your small business? Or would you just like some help organizing your financials in a way that makes sense and will protect you from potential audits? I can help with all that! I love to help small businesses succeed by taking care of the paperwork so that they can take care of doing their business!
1 hour
I understand how it feels to wonder where your money goes each month. Or to feel frustrated by the idea of planning for a stable financial future when today is still so uncertain. But it doesn’t have to be that way, and I can show you how. I can help you build a budget, get out of debt, and begin to save for the future of your dreams. All you need is a guide with the right tools - one that cares enough to see you through it! As a Ramsey Preferred Coach, I would be honored to be that for you.
30 minutes
If you are thinking of starting a business, or already have one that was never set up properly, this appointment is for you! I'll walk you through everything you need to know to get started the right way and hopefully save you a lot of time and money in the future. We'll discuss your business, your goals and the best way to set you up. I can also get you registered with the state (such as setting up your LLC) and all the appropriate taxing authorities (IRS, State Departments of Revenue and Labor).
45 minutes
If you can't make it into our office, but need to spend some time with us, this is a great way to schedule! We can do just about everything over the phone or internet that we can do here in the office. We can do a Zoom meeting, or just chat on the phone, whatever you're comfortable with!
QuickBooks
2 hours
If we're setting you up for QuickBooks Online for the first time, this appointment will get all the set up and some initial training done. 2-3 hours is the norm...every company is different. Call if you have questions!
1 hour
If you're already on QuickBooks Online, you may just need some personalized training to get you on the right track. It's a great tool, but can get messy in a hurry if you aren't using it right! I can show you the easiest way to use the system and keep it maintained!
Tax Appointments
30 minutes
If you only have W2's or you're a returning client that knows how quick we can be...this is the perfect time slot for you!
1 hour 30 minutes
For individuals that own Partnerships or S Corporations. You can use this appointment to knock out both business and personal tax returns if you come in with everything you need!
1 hour
Who says you can only talk about taxes once a year? In fact, the more you plan for them, the less you will pay! If you need help figuring out what you should do before it's too late, this is a great consultation for you!
1 hour
Choose this if you think we will need at least an hour to prepare your tax return. If you're not sure, and you're a new client, choose this anyway and we'll guide you through what type of appointment you'll need next time.
