You’ve probably wondered what happens when you book a free session with a CPA.
Maybe your bookkeeping is behind. Maybe tax season always brings more stress than you want. Or maybe your business is making money, but you’re still unsure where things stand financially.
A 30-Minute Business Tax & Bookkeeping Review gives you a chance to look at your finances with a CPA and figure out what needs attention.
I’m Kim Clenney, a licensed CPA based in Montgomery, Alabama, and I created this review for business owners who want a better understanding of their bookkeeping, taxes, and financial records.
Whatever condition your books are in right now, we start there.
There’s no expectation for everything to be perfectly organized before you schedule. Many business owners spend their time serving customers, managing employees, handling operations, and keeping the business moving. Financial records often get pushed further down the list.
During your review, we look at where things stand and talk through what should happen next.
We Review Your Bookkeeping
One of the first things we look at is your bookkeeping.
Are your books current?
Are transactions being recorded correctly?
Do your financial reports give you useful information about your business?
Accurate bookkeeping helps you understand how much your business is earning, what you’re spending, and how much profit you’re actually keeping.
When your records are behind or incomplete, it becomes harder to make decisions about hiring, spending, pricing, taxes, and other financial priorities.
During the review, we talk through any bookkeeping concerns and identify areas that may need cleanup or better organization.
We Look at Your Tax Situation
Taxes are another major part of the conversation.
You may have questions about estimated tax payments, deductions, business expenses, tax planning, or what you should be setting aside throughout the year.
We look at your current situation and discuss where your bookkeeping and tax planning connect.
Waiting until tax filing time to think about taxes often leaves fewer options.
Reviewing your finances throughout the year gives you more time to prepare, make adjustments, and understand what your tax obligations could look like.
The goal is to help taxes feel more predictable instead of becoming an unexpected financial burden.
We Review Your Recordkeeping
Recordkeeping affects both your bookkeeping and your taxes.
Missing receipts, inconsistent expense categories, and personal purchases mixed with business spending make it harder to keep accurate records.
They may also create problems when you’re trying to document business expenses.
During the review, we look at how your financial information is being tracked and talk about ways to make the process easier to manage.
Keeping strong records throughout the year also makes tax preparation much smoother.
We Talk About Areas That May Need Attention
Every business looks different.
One owner may be dealing with several months of bookkeeping that needs to be updated.
Another may have clean books but questions about taxes.
Someone else may be dealing with payroll concerns, cash flow problems, missing financial reports, or expenses that have never been properly categorized.
Your review focuses on what is happening in your business.
We talk through the areas creating the biggest concerns and identify which ones should be addressed first.
You Leave Knowing What to Do Next
The goal of the 30-minute review is to give you a better understanding of where your business stands financially.
By the end of the conversation, you should have a clearer idea of what needs attention and what your next steps look like.
You’ll also have time to ask questions about your bookkeeping, taxes, records, payroll, or other financial concerns affecting your business.
Request your free 30-Minute Business Tax & Bookkeeping Review. We’ll look at your bookkeeping, taxes, payroll, and financial records together, so you have a better understanding of your business finances and what to address next.
