Free Accounting Consultation | Bookkeeping & Tax Advice for Small Businesses

Free Accounting Consultation for Small Business Owners

Talk with a friendly expert about your books, taxes, and next best steps. No pressure—just practical guidance you can use right away.Schedule My Free Consultation

100% online • U.S.-based team • Clear next steps

What You’ll Get in Your Free Consultation

• Quick diagnostic: a light review of your current bookkeeping/tax setup
• Actionable recommendations: concrete steps to fix issues and reduce risk
• Tax clarity: what to deduct, how to plan quarterlies, and entity tips
• Simple roadmap: how we’d handle it if you want ongoing help

Who This Is For

This session is perfect if you’re:

• Launching an LLC or switching from 1099 to a formal business
• Behind on bookkeeping and want a clean, tax-ready reset
• Unsure about S-Corp vs. LLC and how it changes your taxes
• Ready to hand off monthly books or annual tax filings to pros

Why It’s Free

We believe good advice builds trust. We’ll show you exactly how to clean up your books, plan for taxes, and set up simple systems. If you’d like us to implement and maintain it, great. If not, you’ll still leave with a clear plan.

Meet Your Accounting Team

Senior Accountant

Specializes in small-business bookkeeping and cash-flow reporting. Breaks down your numbers in plain English.

Tax Advisor (CPA)

Guides entity choice (LLC vs. S-Corp), deductions, quarterlies, and multi-state compliance.

Client Success Lead

Coordinates onboarding, secure document exchange, and your monthly reporting cadence.

What Owners Say

“I learned more in 30 minutes than I had in months of Googling. They mapped out my S-Corp salary/distribution plan and fixed my quarterlies.”— Morgan P., Creative Studio Owner

“They spotted missing write-offs and gave me a clean monthly process. Tax time wasn’t scary for the first time ever.”— Devin R., eCommerce Founder

How the Free Consultation Works

1. Book a time: Pick a 30-minute slot below.
2. Share context: Answer 4 quick questions so we can prep.
3. Meet your expert: We review your goals and outline next steps.
4. Get your plan: You’ll receive a summary and simple action list.

If You Want Ongoing Help

Many owners continue with a plan that fits their stage. Popular options:

• Monthly Bookkeeping — accurate books and monthly reports
• Business Tax Services — filing + planning (LLCs, 1099s, S-Corps)
• Accounting & Financial Reporting — cash-flow, budgeting, dashboards
• CPA Services — oversight, complex returns, and compliance

See simple, transparent pricing on our Pricing page.

Schedule Your Free Consultation

Full Name* Email* Business Type* Select one Sole Proprietor LLC S-Corp Partnership Not sure What do you need help with?* Bookkeeping Taxes Accounting/Reporting Entity/S-Corp Planning Not sure yet Anything we should know? Request My Free Consultation

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FAQ

Is this truly free?

Yes. It’s a genuine working session. If you want us to implement after, we’ll share options—but there’s no obligation. Do I need to prepare anything?

Not much. If you have recent financials or prior returns, bring them. If not, we’ll still help you map next steps. Can you work with me if I’m in another state?

Absolutely. We’re 100% remote and support small businesses in all 50 U.S. states. What happens after the call?

We’ll email a short summary with recommendations and, if you request it, a proposal with clear pricing.

Get Clear Next Steps—In 30 Minutes

Book your free consultation now and leave with a simple plan for your books and taxes.Book My Free Consultation