30 Minute Bookkeeping Consultation

$50.00

Let’s make sure you are operating in the most tax-advantaged way!

Take advantage of CMC’s professional finance manager with more than 15 years of experience. In this 30-minute session, our finance manager will personally guide you through ensuring that your bookkeeping is in order and your business is operating in the most tax-efficient way. Gain valuable insight to enhance finances, profitability, and ultimately your take-home revenue!

Extended sessions available. Please inquire.
[email protected]

Description

Description:

  • Bookkeeping Consultation:
  • Discuss your existing financial software
  • Receive professional feedback and suggestions
  • Work together in real time via Quickbooks Online (or other app) to understand your financials
  • Get advice on making the bookkeeping/tax preparation process less stressful
  • Customized tips for streamlining your categorization and reconciliation of your accounts
  • Q&A session to address your specific concerns, as time allows

Process and Booking:

  1. Select and purchase your 30 minute consulting session
  2. Wait for a confirmation email with scheduling instructions
  3. Prepare relevant financial data, links and questions for the session
  4. Join the virtual consultation at the scheduled time with the provided link

Note:

  • Sessions will be conducted via zoom and screen sharing.
  • Ensure you have access to the necessary financial tools and files during the session

Extended sessions available. Please inquire.
[email protected]

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