Tax Prep Bundle

Your Guide to Expedite  Your Tax Prep & Start the new year fresh!

💎 Over $300 Value

✂️🏷️ Limited Time Discount!

💡 STOP WASTING TIME: This bundle is designed for busy entrepreneurs and small business owners who want to KICK START the new year with organized, accurate financials. Whether you're catching up or just want to streamline your bookkeeping, our tools and training will save you time, stress, and money.

🛒 Grab Your Bundle Now and Get Back to What You Do Best – Running Your Business!

✨ What's Inside the Bundle:

  • Tax Prep Checklist: ($19 value) Get ahead of tax season with our must-have checklist to ensure nothing slips through the cracks.

  • Things you can't assume about your CPA Training: ($17 value) This pre-recorded session will over the myths about CPA's and what you really need to know. 

  • Never forget a personally paid business expense again: Stop Co-Mingling Once and For All Tutorial and Organization Spreadsheet: ($47 value) This quick tutorial will over the process to use my spreadsheet to organize ALL of your accounts and help you untangle your business and personal expenses. 

  • Year End Business Finance Tidy-Up Guide: ($19 Value) A PDF guide that follows the video training and has special discount links for 1:1 services if you find that you need help.

  • Year End Tidy-Up Checklist: ($25 Value) A google sheet checklist designed to help you keep track of where you are at in the tidy up process.

  • Digital Accounting Folder Set Up: ($17 value) Video tutorial to see how I set up my digital accounting folder to have a one stop location to back up important documents, provide sharing to team members and CPA's, and not take a million years to find your W9 the next time someone requests it!

  • Not Using QBO? Documentation Download Training Session: ($47 value) This pre-recorded reviews the process of downloading important documents as well as organizing your income and expenses if you don't use an accounting software so you don't have to pay your CPA $$$ to do it for you! 

  • BONUS: QBO Catch Up Roadmap: ($97 Value) On demand training to get your bookkeeping on your calendar and avoid the top mistakes of bookkeeping catch up in Quickbooks Online.

  • BONUS Tax Prep Checklist: ($19 value) Get ahead of tax season with our must-have checklist to ensure nothing slips through the cracks.

  • Discounts on 1:1 Services: Need personalized help? Enjoy exclusive discounts on our expert bookkeeping services.

 

What People Are Saying:

"Courtney is absolutely fantastic! She is extremely knowledgable, reliable, and responds quickly to messages. I dread cleaning up my books, and she fixed my issue in less than 15 minutes. She is passionate about helping small business thrive. I look forward to working with Courtney for many years!"

K. Baker

$97.00 USD

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