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Walk into tax season organized, confident, and ready for your CPA.
$997 | Only 4 spots | Enrollment closes Friday, November 20 (or when all 4 spots are filled)
Every January, I watch business owners scramble: missing receipts, a CPA asking questions they can’t answer, and the stress of wishing they’d started sooner. This Intensive gets you ahead of all of it. Over four one-on-one sessions, we’ll review your books together, wrap up your year-end details, and hand your CPA a clean, organized package, plus a simple plan for 2027.
What’s included
Four 60-minute, one-on-one virtual sessions with me, November through January:
Session 1: Year-End Checkup (by December 4)
We review your profit & loss, balance sheet, and bank reconciliations. You leave with a prioritized fix-it list.
Session 2: Year-End Moves (by December 18)
We get your 1099 vendor list and W-9s in order, check your Q4 estimated taxes (due January 15), and put together your list of questions for your CPA.
Session 3: Close the Year (January 4–15)
We confirm December is reconciled, tie out your balances, and make sure everything on your fix-it list is handled.
Session 4: CPA Handoff + 2027 Game Plan (by January 22)
You receive your CPA-ready packet and a one-page 2027 Game Plan:
Your 2026 snapshot: revenue, expenses, profit, and what you paid yourself
Your 2027 revenue and owner-pay goals, broken into monthly targets
Your 2027 estimated tax calendar
A simple monthly money routine
Your top 1–3 financial priorities for the year
Good to know
The terms below apply to this program and take priority over the general checkout terms.
This is consulting, not bookkeeping. You (or your bookkeeper) make the updates; I review, guide, and verify.
Your books need to be kept in accounting software (QuickBooks or similar) and caught up through at least September 30, 2026.
If your books need major cleanup, I’ll let you know and quote that work separately.
This is not tax preparation or tax advice. You’ll continue working with your CPA or tax preparer.
The Intensive ends January 31, 2027. All four sessions must be completed by then. Unused or missed sessions expire and are not refunded or extended.
Sessions missed without at least 24 hours’ notice cannot be rescheduled.
Payment is due in full at enrollment. All sales are final.
What happens after you enroll
You’ll receive an email from me within 24 hours to schedule Session 1.
Questions before you enroll? Email me at joselyn@balancefinancial.solutions.
Balance Financial Solutions | Your Beginning Is Not Your Boundary
Walk into tax season organized, confident, and ready for your CPA.
$997 | Only 4 spots | Enrollment closes Friday, November 20 (or when all 4 spots are filled)
Every January, I watch business owners scramble: missing receipts, a CPA asking questions they can’t answer, and the stress of wishing they’d started sooner. This Intensive gets you ahead of all of it. Over four one-on-one sessions, we’ll review your books together, wrap up your year-end details, and hand your CPA a clean, organized package, plus a simple plan for 2027.
What’s included
Four 60-minute, one-on-one virtual sessions with me, November through January:
Session 1: Year-End Checkup (by December 4)
We review your profit & loss, balance sheet, and bank reconciliations. You leave with a prioritized fix-it list.
Session 2: Year-End Moves (by December 18)
We get your 1099 vendor list and W-9s in order, check your Q4 estimated taxes (due January 15), and put together your list of questions for your CPA.
Session 3: Close the Year (January 4–15)
We confirm December is reconciled, tie out your balances, and make sure everything on your fix-it list is handled.
Session 4: CPA Handoff + 2027 Game Plan (by January 22)
You receive your CPA-ready packet and a one-page 2027 Game Plan:
Your 2026 snapshot: revenue, expenses, profit, and what you paid yourself
Your 2027 revenue and owner-pay goals, broken into monthly targets
Your 2027 estimated tax calendar
A simple monthly money routine
Your top 1–3 financial priorities for the year
Good to know
The terms below apply to this program and take priority over the general checkout terms.
This is consulting, not bookkeeping. You (or your bookkeeper) make the updates; I review, guide, and verify.
Your books need to be kept in accounting software (QuickBooks or similar) and caught up through at least September 30, 2026.
If your books need major cleanup, I’ll let you know and quote that work separately.
This is not tax preparation or tax advice. You’ll continue working with your CPA or tax preparer.
The Intensive ends January 31, 2027. All four sessions must be completed by then. Unused or missed sessions expire and are not refunded or extended.
Sessions missed without at least 24 hours’ notice cannot be rescheduled.
Payment is due in full at enrollment. All sales are final.
What happens after you enroll
You’ll receive an email from me within 24 hours to schedule Session 1.
Questions before you enroll? Email me at joselyn@balancefinancial.solutions.
Balance Financial Solutions | Your Beginning Is Not Your Boundary