Courtney's Accounting LLC

Courtney's Accounting LLCCourtney's Accounting LLCCourtney's Accounting LLC

Courtney's Accounting LLC

Courtney's Accounting LLCCourtney's Accounting LLCCourtney's Accounting LLC
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Services

Bookkeeping

Basic Bookkeeping Package

Perfect for freelancers or solopreneurs who need the essentials done right.


  • Monthly categorization of income & expenses
  • Bank & credit card reconciliations
  • Basic financial reports (Profit & Loss, Balance Sheet)
  • Email support for bookkeeping-related questions 

Goal: Keep your books clean, organized, and up-to-date so you're always ready for tax time

Growth Package

Ideal for growing businesses that need more insight and support.

  • Everything in the Basic Package
  • Accounts payable & receivable tracking
  • Monthly financial review call
  • Custom Chart of Accounts setup
  • QuickBooks or Xero file cleanup (as needed)

Goal: Give you clarity on cash flow and help you stay ahead of your financial to-dos as you grow.

Full Service Accounting Package

Designed for business owners who want a hands-off, done-for-you solution.

  • Everything in the Growth Package
  • Payroll processing support (via third-party service)
  • Inventory and asset tracking
  • Budget planning & forecasting
  • Priority support & ongoing advisory

Goal: Take bookkeeping off your plate completely and give you high-level financial visibility year-round.


Tax Preparation

Basic Tax Package

 Best for W-2 earners or individuals with simple returns.

  • Federal & state tax return preparation
  • E-filing included
  • 1 tax document review (W-2, 1099, etc.)
  • Basic deduction review (standard vs. itemized)
  • Email support during tax season 

Goal: Get your taxes filed accurately and on time, with no stress.

Essential Tax Package

 Ideal for self-employed individuals, freelancers, or side hustlers.

  • Everything in the Basic Package
  • Schedule C income (sole proprietors)
  • Up to 3 tax document types (W-2s, 1099s, interest, etc. 
  • Tax planning tips for the year ahead
  • Email & text support during tax season

Goal: Help you stay compliant while maximizing your deductions and saving more.

Premium Tax Package

Best for small business owners, landlords, or those with complex returns.

  • Everything in the Essential Package
  • Business income with multiple forms (Schedule C, K-1s, etc.)
  • Rental property income & deductions (Schedule E)
  • Prior year review & amendments (if needed)
  • Year-round tax support & check-ins

Goal: Provide full-service support, strategic planning, and peace of mind—before, during, and after tax season.


Personal Finance & Budget Coaching

Struggling to stay on top of your bills or wondering where your money is going each month? I’ll create a personalized Google Sheet that clearly lays out your income, expenses, bills, and debt payments so you can finally feel in control of your money. Whether you're looking to budget better, pay off debt, or start saving, this service gives you clarity and a clear monthly roadmap.

Starter Budget Plan

Perfect for individuals who want a clear monthly view of their finances.

  • 1-on-1 call (30 minutes) to gather income & expense info
  • Custom Google Sheet budget tracker
  • Monthly overview: income, bills, spending, & savings goals
  • Personalized bill calendar
  • Email support for 7 days after delivery 

Goal: Give you a clear, customized snapshot of your money so you can manage your month with confidence.

Accountability Coaching Plan

 Ideal for those who want structure and ongoing support to stay on track.

  • Everything in the Starter Plan
  • 2 additional coaching sessions (30 minutes each)
  • Debt payoff tracker & savings goal planning
  • Income breakdown by paycheck
  • Monthly check-in reminders
  • Unlimited email & text support for 30 days 

Goal: Help you build habits, reduce debt, and make progress toward real goals—not just numbers.

Money Mastery Program

 Best for people ready to completely reset their relationship with money.

  • Everything in the Accountability Plan
  • 3-month coaching container with biweekly 1-on-1 sessions
  • Weekly budget reviews via Google Sheets
  • Real-time money management strategies
  • Long-term planning for goals (debt, savings, sinking funds)
  • Personalized support and coaching via email or text 

Goal: Empower you with systems, mindset, and tools to manage your money confidently and sustainably.


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