Free Financial Consultation

Service Description

This free consultation is designed to help business owners understand where they stand financially and what steps are needed to get organized, compliant, and prepared. We’ll review your current financial setup, discuss bookkeeping or tax concerns, and identify what support or next steps may be needed to move your business forward. During this consultation, we may review: Business income & expense tracking Bookkeeping setup or cleanup needs Tax readiness & filing concerns Payroll or contractor questions Financial organization & next steps Please note: One free financial consultation per business Call length: 20–30 minutes No tax filing or document audits during free calls Personalized plans or quotes provided after the consultation