Bookkeeping & QuickBooks Strategy Sessio
Talk It Out. Get Clear. Walk Away with a Plan That Works for Your Tax or Business Situation.
Service Description
This session is designed for business owners who need professional bookkeeping support, QuickBooks setup, cleanup, or ongoing financial management. Before beginning your bookkeeping or QuickBooks services, YJCRUMP Solutions conducts a full review of your current records and financial processes to determine the best plan for your business. During this session, we will: Review your current bookkeeping system (or lack of one) Identify missing, inaccurate, or unreconciled transactions Assess your business needs for ongoing bookkeeping or cleanup Determine whether your QuickBooks file is properly set up and optimized Identify financial reporting gaps and compliance issues Provide guidance on how to maintain accurate, organized financial records Outline the next Consultation – Personalized Guidance for Your Tax or Business Situation Need clarity on your tax issue? Not sure what steps to take or who to trust? Our Consultation service gives you the time and space to sit down with a licensed tax expert who understands the system inside and out. Whether you're facing IRS letters you don’t understand, worried about penalties, or have questions about how to fix past mistakes or structure your business, this is your chance to get real answers. During our session, we’ll: * Listen to your full situation without judgment * Review any documents or IRS notices you bring * Identify the issue and root causes * Break down your options in a way that’s easy to understand * Outline the steps required to move forward * Answer your questions and provide professional insight This service is ideal for: * Anyone with questions about back taxes, collections, or audits * Business owners confused about their tax obligations * Individuals unsure how to resolve issues with the IRS * People seeking expert advice before making financial or tax-related decisions After your consultation, you’ll walk away with: * A professional opinion based on IRS rules and tax law * A clear outline of what needs to be done * Recommendations for services (if needed) * Peace of mind knowing what your next steps are **And here’s the bonus:** If you decide to move forward with any of our services after the consultation, the consultation fee will be credited toward your total. That means your initial investment goes right back into getting the problem solved. You don’t have to figure it out alone. Book a consultation and let’s talk it through. **No pressure. No guessing. Just clarity.**
Cancellation Policy
📌 YJCRUMP Solutions – Booking Policy Please review and agree to the following policies before submitting your appointment: 1. Appointment Confirmation Your appointment is confirmed once the booking form is completed and any required payment or deposit is submitted. 2. Payments & Deposits Deposits (if required) are non-refundable and applied toward your final fee. 3. Cancellations & Rescheduling A minimum 24-hour notice is required to cancel or reschedule. Late cancellations or no-shows will forfeit the deposit or may require a new deposit to rebook. 4. Late Arrival Arriving more than 10 minutes late may reduce your session time. At 15 minutes late, the appointment may be marked as a no-show. 5. Document Submission For tax and IRS-related appointments, all required documents must be submitted before the session. Lack of documents may result in rescheduling. 6. Communication Policy Tax advice, document review, and case details are only discussed during scheduled appointments. No tax work is conducted via text or social media messages. 7. No Refunds Due to the nature of tax and advisory services, all deposits and completed services are non-refundable. By submitting this form, you confirm that you have read and agree to these booking policies.
Contact Details
3845 Viscount Avenue suite 7, Memphis, TN 38118, USA
9018346868
yolanda@yjcrumpsolutions.com
Nesbit Road, Nesbit, Mississippi, USA
yolanda@yjcrumpsolutions.com