Financial Review

$249.00

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

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

What Happens Next?

Schedule Your Initial Call

After purchasing the Financial Review, you will receive a link to schedule a call so we can discuss your business, your current financial setup, and the information needed for the review.

Set Up Your Client Portal

You will be provided access to a secure client portal where you can upload your prior-year tax return and the financial information needed for the review.

Complete the Financial Review

We will review the information provided, identify any gaps or areas that need attention, and request any additional information through your secure client portal if needed.

Review the Findings and Recommendations

Once the review is complete, the findings and recommendations will be provided through your secure client portal, along with guidance on what should be addressed next.

Choose When to Begin Ongoing Service

Once your Financial Review is complete, you can decide when you are ready to begin ongoing Preparation Path service. A service proposal and agreement outlining your recommended service setup and monthly pricing will be sent through your secure client portal.