Service Description

30-Min Virtual Bookkeeping Coaching Session: ✅ Identify Bookkeeping Needs ✅ Accounting Software Review and Training ✅ Financial Statements Review ✅ Education and Training in Bookkeeping ✅ Expert Bookkeeping Advice ✅ Provide Resources and Support Virtual coaching will be provided via zoom on a 1-1 basis. Please note there is a non-refundable reservation fee to schedule your coaching session. This does not include any tax advice and IRS or DOR audit representation. Please contact us directly to discuss these tax matters.

Cancellation Policy

We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm. All payments for services are non-refundable. No refunds or credits for partial services will be refunded to a client upon cancellation.

Contact Details