Work With Jill
Everyone has tax, business, or personal finance questions during the year. I’m sure you have done the“Google Search” and been overwhelmed with answers. Tax laws keep changing and you can’t keep up.
Guess what? You don’t have to! That’s my job 🙂
The year-round support that works
for you and your business.
Business and personal finances don’t end with a tax return. My mission is to help small business owners understand their business finances, how their business impacts their personal finances, and to empower small business owners to be in control of all their money.
The same is true with families–I want to make sure that you understand your finances and provide strategies to help stretch those dollars.
CPA in Your Pocket
Only $55/month
(value over $1,000 annually)
Includes:
- Access to me to ask all the tax, business, and personal finance questions you have
- Text and voice chat availability
- Worksheets to keep your business and personal finances organized
- Dedicated online space
- Connections to other business owners
- Deadline reminders
- In depth discussions on hot topics
- First access to my calendar for appointments
- Billed monthly on a recurring basis
- No long term commitment - cancel anytime
THIS PACKAGE DOES NOT INCLUDE ANY TAX PREPARATION, BOOKKEEPING,
OR ACCOUNTING SERVICES
Comprehensive Package
Rates start at $333/month
(value over $8,000 annually)
Includes:
- 12-month access to me to ask all the tax, business, and personal finance questions you have
- Unlimited text, email, voice chat availability
- Quarterly meetings to dive deeper into business and personal financial matters (2 hours each quarter)
- Preparation of Personal income tax return (with Schedule C for business) OR Business income tax return for IRS and one state
- Review of any IRS or state tax authority letters
- Monthly personal (household) budget review
- Personalized strategies to increase personal and business income
- Worksheets to keep your business and personal finances organized
- (Optional add-on) Bookkeeping services–tracking and categorizing your income and expenses
- (Optional add-on) Financial Planner Binder–track your household finances in one place
Business Package
Only $55/month
(value over $1,000 annually)
Includes:
- Quarterly meetings to review business finances (1.5 hours each quarter)
- 90 minutes of text, email, voice chat per quarter (used as needed)
- Personalized strategies to expand your business, on your schedule
- Worksheets to keep your business finances organized
- Minimum commitment of 1 quarter (3 months)
- (Optional add-on) Bookkeeping services–tracking and categorizing your income and expenses
- (Optional add-on) Discounted Personal income tax return (including Schedule C for business) OR Business Income tax return for IRS and one state
Personal Package
Rates start at $222/month
(value over $10,000 annually)
Includes:
- Monthly meeting to review of personal (household) finances (45 minutes each month)
- 30 minutes of text, email, voice chat per month (used as needed)
- Personalized strategies to address personal (household) challenges
- Worksheets to keep your personal (household) finances organized
- Minimum commitment of 6 months
- (Optional add-on) Discounted Personal income tax return for IRS and one state
- (Optional add-on) Financial Planner Binder–track your household finances in one place
I’m sure you have some questions. Let me answer a few of them now:
Anytime! Yes, there is no specific month to start.
They are rolling start now, start in August 2022, or anytime in-between.
Yes and no.
The Comprehensive Package is a 12-month (1 year) commitment.
The Business Package is a 3 consecutive month (1 quarter) commitment.
The Personal Package is a 6 consecutive month commitment.
After that it’s up to you if you want to renew the package.
It depends upon the package, the need and the schedule.Some may be in person; some may be virtual. If you are not local, they will all be virtual (obviously!)
There will be a recurring monthly invoice for the duration of the package. Prices are subject to change after the initial duration has completed
Absolutely not! I am offering these to you as additional options if you need or want more support.