Financial freedom for all.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Don’t worry about sounding professional. Sounds like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.
OUR SERVICES
Build wealth by planning ahead.
Our consultation session is designed to give you personalized guidance and clear next steps for your specific needs. During this one-on-one meeting, we will assess your current situation, identify goals, and create an action plan tailored to help you move forward with confidence. Whether you're seeking expert advice, professional insight, or a fresh perspective, this consultation is your first step toward real progress.
✔️ Professional guidance
✔️ Confidential and judgment-free space
✔️ Tailored strategies for your goals
✔️ Q&A session to address all concerns
Let’s take the guesswork out of your next move—book your consultation today and gain the direction you deserve.
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⏱️ Duration: 30 minutes (in-person, phone, or virtual)
✅ During Your Consultation, We Will:
Review Your Current Situation
Discuss your income sources, business structure, or financial concerns
Identify your bookkeeping system (if any) and tax filing status/history
Needs Assessment
Pinpoint pain points (e.g., missed deductions, IRS notices, disorganized records)
Explore your financial goals (e.g., save on taxes, prepare for a loan, budget better)
Basic Analysis or Strategy Overview
Offer high-level recommendations based on what you share
Identify opportunities to improve recordkeeping, reduce tax liability, or clean up books
Service Match
Outline which services best fit your needs (e.g., monthly bookkeeping, tax planning, payroll)
Provide pricing options and packages
Q&A Session
You’ll get clear answers to your most pressing accounting and tax questions
Next Steps + Follow-Up
If you decide to move forward, we’ll schedule your first service or send a proposal/engagement letteription text goes here
Tax Planning Basics
Build Smart Financial Habits – Maximize Your Refund, Minimize Surprises
Tax planning is more than just filing your return — it's about making strategic decisions all year long to reduce your tax liability, take advantage of available credits and deductions, and keep more of your hard-earned money.
In this introductory session, we’ll break down the fundamentals of tax planning in simple terms. You’ll learn:
✅ The difference between tax preparation and tax planning
✅ How your income, expenses, and deductions impact your taxes
✅ Common credits and deductions you may qualify for
✅ The importance of recordkeeping and timing
✅ How to legally lower your tax bill and avoid IRS issues
Perfect for individuals, small business owners, freelancers, and anyone looking to take control of their finances. Let's make tax season less stressful—and more rewarding.
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📄 What’s Included in a Tax Planning Basics Session
⏱ Duration: 45–60 minutes (virtual or in-person)
This session is designed to help you understand your tax situation, learn how to reduce your tax liability, and create better habits to avoid surprises at tax time.
✅ Your Tax Planning Basics Session Includes:
Review of Previous Year’s Tax Return(if available)
Spot missed deductions or credits
Evaluate filing status and income sources
Discuss any past tax issues or red flags
Income & Deduction Overview
Explain how different income types (wages, self-employment, side gigs) affect your taxes
Identify common deductions and credits you may qualify for
Tax-Saving Strategies
Introduce basic strategies to reduce your tax bill
(e.g., retirement contributions, recordkeeping, mileage tracking, estimated tax payments)
Recordkeeping Tips & Tools
How to organize receipts and expenses
Digital tools or apps to make tracking easier
Filing Strategy Recommendations
Decide whether itemizing or taking the standard deduction makes more sense
Understand which forms you’ll need to file based on your financial situation
Q&A Session
Ask questions about your specific tax concerns
Get clarity on deadlines, IRS letters, or how to stay ahead
Next Steps & Optional Services
Personalized recommendations for ongoing tax support or bookkeeping.
Professional. Reliable. Stress-Free Financial Management.
At Reel Accounting Solution, we specialize in helping individuals, entrepreneurs, and small businesses keep their finances in order with accurate, timely, and personalized accounting and bookkeeping services.
Whether you’re just getting started or growing fast, we’ll make sure your numbers are right — so you can focus on running your business, not chasing receipts.
✅ Our Services Include:
Monthly Bookkeeping & Reconciliation
Income & Expense Tracking
Accounts Payable & Receivable
Bank & Credit Card Reconciliation
Payroll Processing & Support
Financial Reports (Profit & Loss, Balance Sheet, Cash Flow)
Sales Tax Filings & Support
Year-End Financial Prep & Tax Collaboration
🧾 Why Clients Trust Us:
Transparent, flat-rate pricing
QuickBooks, Wave, and Excel-ready
Clean financial reports that make sense
Personalized support tailored to your business
Confidential, accurate, and IRS-compliant
Whether you need monthly bookkeeping or help getting back on track, Reel Accounting Solution is here to make your finances simple, clear, and stress-free.
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✅ Monthly / Ongoing Services Include:
Income & Expense Tracking
Categorization of all financial transactions
Accurate tracking by account, category, or project
Bank & Credit Card Reconciliation
Monthly reconciliation of all business accounts
Identify and correct discrepancies or missing transactions
Accounts Payable (AP) & Accounts Receivable (AR) (optional)
Track bills, invoices, and payment status
Send client invoices and monitor outstanding balances
Monthly Financial Reports
Profit & Loss Statement
Balance Sheet
Cash Flow Summary
Custom reports upon request
Payroll Recording Support (if applicable)
Record and classify payroll transactions
Coordinate with your payroll provider or software
Sales Tax Tracking & Reporting Support
Track taxable sales and file reports if needed
Help ensure compliance with state/local sales tax laws
Year-End Prep for Taxes
Provide clean, organized financials to share with your tax preparer
Help you close the books and prepare for filing
🛠️ Additional Services Available Upon Request:
QuickBooks setup and training
Historical bookkeeping cleanup
Budgeting and cash flow planning
1099 tracking and filing support
Nonprofit fund accounting
Real estate income/expense tracking
📦 Flexible Pricing
We offer flat monthly packages based on your business size and complexity, with custom add-ons to match your exact needs.
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