Business Financial Prep is a short-term consulting service designed for business owners who need clarity and organization before committing to bookkeeping, CPA services, or major financial decisions.

This service focuses on reviewing and organizing your existing financial activity to help you understand where your business stands and what steps to take next, without long-term contracts or monthly obligations.

What’s Included:
• Review of financial statements and accounts
• Organization of income and expenses
• Identification of gaps and risks
• Clear financial snapshot
• Written recommendations and next steps

Who This Is For:
• Business owners feeling overwhelmed or behind
• Businesses not ready for monthly bookkeeping
• Owners preparing for taxes, funding, or growth
This service does not include tax preparation, filing, or legal advice.

Specifics:

This service comes in one-time payments in either a 6 Month Review (currently $549.99) and One Year Review (currently $999.99).

Intake forms have to be approved and payment must be received before service will begin.

Interested? Fill out the Consultation Form by clicking "Start Now" below.