You will get New Small Business Tax & Bookkeeping Consultation
Project details
You've taken the leap — congrats! Now let's make sure the financial and legal side of your new business gets off to a great start. This consultation is designed to give you the clarity and confidence to make smart decisions from day one.
We'll talk through four key areas:
• Business Structure & Tax Guidance — We'll discuss the pros and cons of different business structures (LLC, S Corp, sole proprietor, etc.) so you can make an informed decision about what's right for your situation.
• Bookkeeping System Guidance — We'll go over your bookkeeping options, whether that's a spreadsheet, QuickBooks Online, or another software, so you can choose the approach that best fits your business and budget.
• Tax & Compliance Overview — We'll walk through estimated taxes, payroll considerations, sales tax, business licenses, and key filing deadlines so nothing catches you off guard.
• Business Financial Planning — We'll discuss strategies for managing cash flow, budgeting, paying yourself, and keeping your personal and business finances properly separated.
You'll leave with a clearer picture of where you stand, what decisions need to be made, and what steps to take next.
We'll talk through four key areas:
• Business Structure & Tax Guidance — We'll discuss the pros and cons of different business structures (LLC, S Corp, sole proprietor, etc.) so you can make an informed decision about what's right for your situation.
• Bookkeeping System Guidance — We'll go over your bookkeeping options, whether that's a spreadsheet, QuickBooks Online, or another software, so you can choose the approach that best fits your business and budget.
• Tax & Compliance Overview — We'll walk through estimated taxes, payroll considerations, sales tax, business licenses, and key filing deadlines so nothing catches you off guard.
• Business Financial Planning — We'll discuss strategies for managing cash flow, budgeting, paying yourself, and keeping your personal and business finances properly separated.
You'll leave with a clearer picture of where you stand, what decisions need to be made, and what steps to take next.
Industry
Architecture & Interior Design, Construction, Real Estate, Software, WellnessWhat's included $249
These options are included with the project scope.
$249
- Delivery Time 1 day
- Live Consultation (Minutes) 45
Optional add-ons
You can add these on the next page.
1 Month Check In
(+ 1 Day)
+$75About Sandra
Small Business CPA Specializing in Bookkeeping, Tax Planning & Cleanup
Olympia, United States - 2:05 pm local time
I help small business owners get financially organized, stay compliant, minimize taxes, and gain clarity in their numbers so they can make confident business decisions and focus on growth.
Whether you need ongoing bookkeeping, cleanup and catch-up work, payroll support, tax preparation, tax planning, or help setting up your business correctly from the start, I provide reliable financial support that helps reduce stress and keeps your business running smoothly.
Here’s how I help clients:
• Keep accurate, organized books year-round
• Understand financial reports and cash flow
• Stay compliant with bookkeeping and tax requirements
• Catch up overdue bookkeeping and payroll filings
• Prepare clean records for tax season
• Reduce costly mistakes and avoid unnecessary penalties
• Create better financial systems for long-term growth
Services I specialize in:
• Small Business Bookkeeping
• QuickBooks Online (QBO)
• Kick Accounting (Kick)
• Cleanup & Catch-Up Bookkeeping
• Real Estate Investor Taxes
• Tax Planning
• Business & Personal Tax Preparation
• Washington State Business Tax Reporting
• Business Registrations
I work with both new and established businesses and pride myself on being responsive, detail-oriented, dependable, and easy to work with. My goal is to make your finances feel less overwhelming and give you confidence in your numbers.
I can also provide additional client reviews and references from work completed outside of Upwork.
Send me a message to discuss your business goals and how I can help support your business.
Steps for completing your project
After purchasing the project, send requirements so Sandra can start the project.
Delivery time starts when Sandra receives requirements from you.
Sandra works on your project following the steps below.
Revisions may occur after the delivery date.
Additional Info Requested
Provide info about where you currently are in your business, bookkeeping and tax set up. Let me know what questions you already have and want to talk about during our meeting.
Schedule Meeting
We'll schedule a meeting and meet on Google Meet, where I will address all the questions you already sent me and you will be able to ask anything else you want to know. I will advise you on best practices.