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Tax Season Bookkeeping Readiness

Clarity before you talk to a CPA

When tax season hits, many businesses realize their books aren't as clean as they thought.

This service answers one question: What needs to be fixed before a CPA can file—and what can wait?

What You Get

  • 60-minute bookkeeping evaluation call
  • Written Tax Readiness Map (PDF) delivered within 48 hours

No cleanup. No filing. No pressure.

Who This Is For

  • Solo founders, creators, e-commerce operators, small agencies
  • Businesses unsure whether their records are usable for tax filing
  • Anyone trying to avoid wasted time or money before engaging a CPA

This is not for businesses seeking ongoing bookkeeping or tax advice.

Pricing

$149 · One-time

If you move forward with cleanup, the evaluation fee is credited toward the engagement.

Schedule Your Evaluation

If your books are fine, you'll know. If they aren't, you'll finally know why—and what matters most.

Schedule

Disclaimer

Projexions provides organizational review and decision-support only. No accounting, tax, legal, or financial advice is provided.