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Bookkeeping Consultation — Get Your Business Books Sorted
Bookkeeping Consultation — Get Your Business Books Sorted
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What's Included
• 30-minute bookkeeping consultation via phone or video
• Review of your current bookkeeping setup or lack thereof
• Guidance on what records to keep and how to organize them
• QuickBooks, spreadsheet, or simple system recommendations
• Tax prep readiness review — are you keeping what your CPA needs?
• Personalized next steps based on your business size and type
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Who This Is For
• Small business owners who handle their own books and aren't sure they're doing it right
• New business owners setting up their financial systems for the first time
• Anyone who got behind on bookkeeping and needs help catching up
• Freelancers and 1099 contractors preparing for tax season
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• 💡 Want to track everything yourself? Pair this with the Business Financial Tracker template.
Scheduling details will be setup after checkout. Pricing will be discussed in your consultation.
