MEMBER SERVICES

Your membership includes:

• 24/7 access to all tutorials, spreadsheets and handouts.
• Monthly live webinars & all past saved webinars under live replays in the resources area.
• Estimated tax Q&A scheduled prior to each estimated tax deadline. 
• Ability to ask unlimited questions, see first two options below. Note: this does not mean unlimited tasks, certain tasks may require a coaching session. 

Below are links to:

• Ask a question (free). This can be a simple question, multi-state tax question or research question. For help with membership spreadsheets, use the spreadsheet/decision request form.
• Get spreadsheet help for a membership spreadsheet you are using (free). This includes basic and advanced accounting spreadsheets, estimated taxes, S-Corp decision, hiring projections. 
• 1:1 coaching ($150 hour). See coaching note below the submission links for details.
• Accounting software setup or assessment ($100 one time fee) to have your system set up or figured out so you can continue doing your own bookkeeping.
• Bookkeeping service done for you ($100 for initial two months). If you do not want to do your own books, use Simple Profit bookkeepers under the supervision of Jennie Schottmiller, CPA, LMFT. 

COACHING DETAILS

1. Due to the high demand within the membership, it can take 2-3 months or more to get on the coaching schedule or longer leading to or during tax season. Plan ahead when possible. 
2. I keep a cancellation list for more urgent matters. To get on the cancellation list fill out the coaching form, schedule an appointment in an available time. Then email me at [email protected] to be added to the list. Include your typical available times/days and time zone. If I can move your appointment up, I will send you a message. 
3. There is a maximum of 5 hours of scheduled coaching time per member per calendar year. They can be scheduled all in a row to work through an issue or make a business decision, or you can schedule a quarterly review for accounting or estimated taxes, then an extra one in tax season if needed. Half hour appointments are available. This means you can schedule 5 one-hour appointments or 10 half-hour appointments. 
4. You do not pay for coaching until the session happens and you only pay for time used, prorated for each 15 minutes. So if you schedule 1 hour but only need to meet for 45 minutes, you will be charged for 45 minutes, or $112.50. However, that will count toward one-hour of scheduled time of your 5-hour maximum. 
5. There are no charges for cancellations, even late cancellations. Your email confirmation will contain a cancellation and a reschedule button.