Apex Bookkeeping Plus LLC

5.0

(1) 1 review

221 North Hogan Street, Suite 370
Jacksonville, Florida 32202

Services

15 Minutes Bookkeeping Virtual Meeting

30 mins··Free

In this brief 15-minute introductory call, we will discuss your current business setup and determine how professional bookkeeping can save you time and tax-season stress.

What we will cover:

Your Business: A quick snapshot of your industry and monthly transaction volume.

Current Pain Points: Are you behind on books? DIY-ing it? Need a cleanup?

Our Solution: I'll explain how my workflow integrates with your business.

Next Steps: If we're a good fit, I'll provide a custom proposal immediately after our call.

Please note: This is a discovery call to assess compatibility, not a troubleshooting session for specific software issues.

30 Minutes Bookkeeping Virtual Meeting

45 mins··Free

60 Minutes Financial Tax related Virtual Meeting

1 hr··Free

Ready to get clarity on your business finances? This complimentary 60-minute session is designed to assess the current state of your books and determine the best path forward to get you tax-ready and confident.

During our call, we will:

Review your current QuickBooks file: A high-level look at your data health (bank feeds, chart of accounts, and undeposited funds).

Identify pain points: We’ll discuss specific issues you are facing, such as unreconciled accounts or messy categorization.

Determine your needs: Whether you need a one-time "Rescue Cleanup" or ongoing monthly bookkeeping support.

Next Steps: You will leave with a clear understanding of what needs to be fixed and a custom quote for my services.

Who is this for? Business owners who feel behind on their bookkeeping, suspect errors in their file, or simply want to outsource their finances to a pro.

Note: This is a diagnostic consultation to provide a quote, not a training session.

Clean-Up Only

1 hr 30 mins··$250

Tax Strategy & Profitability Discovery Call (30 Min)

30 mins··Free

Stop looking in the rearview mirror. While your tax return reports history, Tax Advisory creates your future. This complimentary session is for business owners looking to move beyond compliance and into proactive tax planning.

We will discuss:

Entity Structure Analysis: Is your current business structure (S-Corp, LLC, etc.) still the most tax-efficient for your revenue level?

Tax Liability Projection: Strategies to reduce your taxable income before year-end.

Profit First Assessment: How to restructure your cash flow to ensure you get paid and taxes are covered.

Outcome: We will determine if you are a good candidate for a comprehensive Tax Plan that could save you thousands in the coming year.

IRS Tax Controversy & Resolution Assessment (30 Min)

30 mins··Free

Received a notice from the IRS or State? Facing a bank levy or lien? Do not ignore it—time is critical. This consultation is the first step to protecting your business and assets.

During this confidential session, we will:

Review the Notice: Analyze the specific letter or demand you received (CP504, LT11, etc.).

Assess Exposure: Discuss the severity of the issue, including Payroll Tax (941) liabilities and Trust Fund Recovery Penalties.

Discuss the Roadmap: Outline the Resolution process (Investigation > Compliance > Settlement).

Goal: To determine if immediate representation is required to halt collection actions.

Requirement: Please have the IRS notice handy during our call. Free Consultation

Team

About

Possesses comprehensive expertise in maintaining complex Charts of Accounts (COA), with a specialized focus on governmental Generally Accepted Accounting Principles (GAAP). I provide high-level, proficient bookkeeping services designed to ensure strict compliance and data integrity.

(904) 688-9856

patricia@geethebookkeeper.com

https://www.apexbookkeepingplus.com

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