Free Year-End Money Checkup
Stop Q4 Surprises. Clean Books, Dial In Taxes, Leave With a 1-Page Plan.
For consultants & small businesses facing late-Q4 pressure: tax uncertainty, messy books, 1099/W-9 scramble, and cash-flow stress. 20-minute Zoom with a CPA. Limited to 8 free slots/week through Dec 31.
Book Your Free 20-Minute Checkup
If you don’t leave with 3 clear next steps, I’ll buy you a coffee.
You’re dealing with
- Tax-bill uncertainty & Jan 15 estimates
- Missing W-9s / 1099 confusion
- Messy books blocking your return
- Cash-flow squeeze into Jan/Feb
- S-Corp payroll/distribution decisions
- “Buy now or later?” year-end timing
You’ll leave with
- 3 tax moves to do before Dec 31
- A 1099/W-9 mini-plan (who/what/when)
- A cleanup checklist (exact fixes)
- An 8-week cash forecast template
- Yes/No on payroll tweaks & distributions
- A quick guide on purchase timing
Book now
Grab a free slot (20-min Zoom)
How it works
- Book your slot (or submit the form)
- Bring your latest P&L + questions
- Leave with a 1-page action plan in 24 hours
About your CPA
I’m [Your Name], CPA. I help consultants & small businesses in MD/DC/VA/NJ/NY eliminate tax surprises, clean up books fast, and plan cash with simple dashboards. 15+ 5-star reviews. 100% virtual.
Ready to avoid a tax surprise?
Book Your Free 20-Minute Checkup
Limited to 8 free slots/week through Dec 31