Preparation Path services are designed for service-based business owners who are ready to establish a financial system, better understand their business finances, and receive professional financial and tax support.
Choose the service that matches the type of support you need.
The Preparation Path Evaluation is a one-on-one consultation for business owners who have questions about their current financial setup and want help determining what type of financial support makes sense for their business.
During the consultation, we will discuss how you are currently managing your business finances, the financial and tax concerns you have, and what you are trying to establish or improve. You will have an opportunity to ask questions about your specific situation and receive guidance on the next steps that may be appropriate.
The Preparation Path Evaluation is a good starting point if you are not yet ready to begin with a Financial Review or are unsure whether the Preparation Path is the right next step for your business.
The Financial Review is the first step in beginning Preparation Path service.
It is designed to give us a complete picture of how your business finances are currently being handled so we can identify what needs to be organized, corrected, or put in place before ongoing support begins.
During the review, we look at your current financial setup, how income and expenses are being tracked, the systems or tools you are using, your prior-year tax return, and any tax or recordkeeping gaps that need attention.
From there, we establish the starting point for your Preparation Path service, outline any initial work that needs to be completed, and determine the monthly service setup that fits your business.
Your Financial Review includes:
Review of your current financial setup
Review of how business activity is being tracked
Review of your prior-year tax return
Identification of missing or incomplete financial processes
Review of tax and recordkeeping considerations
Recommendations for the systems and processes that should be established
Preparation Path service setup and monthly service pricing
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If you have a general question about Preparation Path services or are not sure which option applies to your situation, contact us, and we will point you in the right direction.
