Business Discovery & Strategy Consultati
Service Description
Business Discovery & Strategy Consultation This consultation is designed for business owners who need professional guidance regarding their business structure, bookkeeping, tax compliance, sales tax obligations, financial organization, tax planning, and overall business operations. During this session, YJCRUMP Solutions will evaluate your current business situation to identify compliance concerns, operational challenges, financial gaps, and growth opportunities. The goal is to gain a clear understanding of how your business is currently operating and determine the level of support and services needed to help you achieve your business goals. Topics May Include: • Business structure and entity selection • Business operations and workflow processes • Bookkeeping and financial organization • Sales tax registration and compliance • Business and personal tax planning strategies • IRS and state tax compliance concerns • Cash flow management and profitability • Business growth strategies and next steps Following the Consultation, You May Receive: • Professional recommendations and guidance • A customized strategic action plan • Service recommendations and pricing proposal • Compliance and organizational insights • Next-step recommendations to strengthen your business foundation Required Documentation To maximize the value of your consultation, please bring or upload any documents that apply to your situation: • Most recent business tax return (if applicable) • Most recent personal tax return • Profit & Loss Statement (current year and prior year, if available) • Balance Sheet (if available) • Business bank statements (last 3 months) • Sales reports or sales tax filings (if applicable) • Articles of Organization/Incorporation and Operating Agreement (if applicable) • IRS or state tax notices or letters received • Bookkeeping records (QuickBooks, FreshBooks, spreadsheets, etc.) • List of business concerns, questions, or goals you would like to discuss If you do not have all of these documents, please bring what is available. The consultation is designed to help identify what records may be needed moving forward. Who Should Schedule This Consultation? This consultation is ideal for both new and established business owners seeking clarity, structure, compliance, and professional direction for their business. Consultation Fee Notice A consultation fee is required for this appointment. Should you choose to retain YJCRUMP Solutions for ongoing services, the
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