Financial Health Checks
Prepare for greater clarity
Step 1: Purchase your financial health check
Step 2: Book your kickoff meeting
Step 3: Prepare your statements
Get an overview of your most critical bookkeeping data and the story it tells about your business. Catch any compliance issues ahead of tax season and prepare for more easeful year-end reconciliation.
If you need a deeper dive into your books, this is the option for you. Especially helpful for S Corps and Partnerships, but also for more complex SMLLC’s. I will evaluate your entire bookkeeping ecosystem and help you ensure not only compliance, but best practices for business and financial health.
Quick Financial Health Check
Before our kickoff meeting, please gather these items:
List of items/services sold to clients
*Last full month’s bank statement(s) in pdf form (if not pulled into QBO automatically)
*Last full month’s credit card statement(s) in pdf form (if not pulled into QBO automatically)
*Last full month’s statement(s) for any other active loans or assets (if not pulled into QBO automatically)
*Last full month’s statement(s) for any other active loans or assets (if not pulled into QBO automatically)
* If these items are pulled into QBO automatically, we can pull them up in the kickoff meeting.
Full Financial Health Check
Before our kickoff meeting, please gather these items:
List of items/services sold to clients
*Last full month’s bank statement(s) in pdf form (if not pulled into QBO automatically)
*Last full month’s credit card statement(s) in pdf form (if not pulled into QBO automatically)
*Last full month’s statement(s) for any other active loans or assets (if not pulled into QBO automatically)
*Last full month’s statement(s) for any other active loans or assets (if not pulled into QBO automatically)
EIN paperwork
Reasonable Compensation Study (if S Corp)
Accountable Plan
Operating Agreement
Signed W9 form provided to clients
* If these items are pulled into QBO automatically, we can pull them up in the kickoff meeting.
What tax preparers are saying…
"Sara makes my job as a tax preparer so much easier. Instead of spending time deciphering messy spreadsheets or untangling business and personal expenses, working with Sara means receiving books that are clean, organized, and reliable. She proactively includes helpful notes on unusual transactions and is always quick to answer questions. I can trust her numbers completely, which allows me to focus on getting the tax return done efficiently.”
— Joy at Allium Tax