This is a 15-minute consultation where we will discuss your preliminary business ideas and needs, as it relates to your business finances. If you decide to proceed with our bookkeeping services, an official onboarding process will need to be scheduled.
On-Boarding Bookkeeping Session (In Office)
Discusses your business needs and my offerings in depth. Financial review included.
On-Boarding Bookkeeping Session (Virtual/Phone)
This bookkeeping consultation is held over the phone or via video chat. We will discuss your business needs and my business offerings.
Business Management Consultation (Virtual Only)
This consultation is to provide business expertise on how to operate a small business as it relates to accounting, general marketing, specific product promotion and setup of a new business. This consultation is only held over the phone or via video chat.
Business Setup Consultation (LLC/Corp/S-Corp/C-Corp/Partnerships)
Tax Preparation - Appointment Deposit
Depending upon the complexity of your return, be prepared to drop off tax documents to me and you will be contacted once the return has been prepared. E-FILING WILL NOT BE COMPLETED WITHOUT YOUR AUTHORIZATION!
For simple 1040 returns, the return will be completed in office.
Tax preparation with optional e-filing included!
(Booking fee will be deducted from total cost)
Married Filing Jointly
Married Filing Separate
1099, S-Corp, or other business
Annual Report Filing
Please call 443-977-2398 to discuss having us complete your annual report filing
Sales and Use Application
For business that have retail sales during the year and charge taxes on their products. This application is a requirement for business operations.
Business Budgeting Session (Virtual/Face to Face)
Need help budgeting your businesses finances weekly, monthly, quarterly or for a longer period of time? This is the option for you! We will discuss the income, expenditures and revenue of your business and do a budget template. Includes two check-ins.
Personal Budgeting Session (Virtual/Face to Face)
Need help budgeting your money weekly, monthly, quarterly or for a longer period of time? This is the option for you! We will discuss your income and expenses and do a budget template. Includes one check-in.
This appointment is ONLY for clients who have had their initial budget preparation completed. This meeting should be scheduled approximately 3 months AFTER the initial meeting.
In-Office Document Drop Off/Pick Up
Drop off/pick up pertinent financial information for service(s) being provided.
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