Service Description

50-Min Virtual Bookkeeping & Tax Coaching Session: ✅ Identify Bookkeeping and Tax Needs ✅ Accounting Software Review and Training ✅ Financial Statements Review ✅ Education and Training in Bookkeeping and Taxes ✅ Identify Areas of Noncompliance ✅ Identify Mistakes and Missed Opportunities ✅ Evaluate Tax Situation ✅ Expert Bookkeeping & Tax Advice ✅ Provide Resources and Support ✅ Access to Resources and Tools ✅ Recap Summary Email After the coaching session, you will receive a recap summary email. Virtual coaching will be provided via zoom on a 1-1 basis. Please note there is a $300 non-refundable reservation fee to schedule your coaching session. If we agree to work together, an additional onboarding fee will be waived. This does not include 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