Preparing for your first session?:
Will this be your first visit with our accounting staff or CPA? Be fully prepared by reviewing the following document.
You already have enough on your plate with running your business, leave the details to the professionals! Michael J. Kimble, P.C. and staff will help keep your books proper. As a certified QuickBooks ProAdvisor, Michael J. Kimble, P.C. will ensure your bookkeeping is handled correctly.
• In today’s electronic age, we can enjoy a higher degree of accuracy whilst eliminating past errors and keeping better track of revenues, expenses, assets, and liabilities.
What we can do to help you:
Michael J. Kimble, P.C. is a QuickBooks ProAdvisor, certified by Intuit on a wide range of QuickBooks products. Anyone can use QuickBooks, but Michael J. Kimble, P.C. can provide an expertise that most simply don't have.
We Provide Services for All States:
No matter where you're physically located, we able to serve your needs. Michael J. Kimble, P.C. provides personal, business, and tax planning and preparation services for clients from all over the U.S.
Are you looking for a new tax preparer, bookkeeper or CPA? Call us for your FREE initial visit and cost estimation. Whether you are catching up on back taxes or starting a new business, we are here to help.
Initial consultations are scheduled for 15 minutes, either digitally (Zoom/BigBlueButton) or over the phone. Be sure to come prepared by bringing as much information as you can (see our download documents to the left for more information).
When Booking your FREE, first time session on line, choose either “FREE Digital Meeting” or “FREE Phone Meeting.”
Review sessions with our CPA are available virtually via Zoom/BigBlueButton or via phone. Each 30 minute session is scheduled at $75. In order to make the most your appointment, be sure to send any information before your review session.
Are you wondering if 30 minutes will be sufficient time? Here are a few examples of services generally provided with the 30-minute visit:
1.) Initiating payroll services (i.e. collecting employee information).
2.) Guidance on a Roth IRA/IRA
3.) Stock Investment Consultation
4.) Directions on big purchases/sales
When Booking a 30-minute session online, choose “30 Minute Digital Review” or “30 Minute Phone Review.”
Our 1-hour session will usually occur in the most convenient manner for you whether it is in-person, digitally (via Zoom/BigBlueButton) or over the phone. Each hour session is scheduled at $150. In order to make the most of your time, be sure to send all requested or pertinent information at least 48 hours in advance.
Here are a few examples of what we can usually service in an hour.
1.) Retirement planning
2.) Family or Land Trust start up
3.) Tax returns (processed while you wait)
4.) Business Formations
When Booking the 1 Hour session online, choose “1 Hour In-Person Consultation,” “1 Hour Digital Consultation” or “1 Hour Phone Consultation”.
Fortunately, most items can be addressed in an hour. But there are times when greater detail is required. Extended Consultation Sessions are scheduled at $150/hour and may be scheduled for upto four (4) hours. These sessions are usually conducted in-person, but it is possible to do so digitally (by specific request).
If you believe that you require a session greater than 1 hour, please be sure to contact our office PRIOR to scheduling online. If it is determined that a lengthier time is required, our office will schedule the appointment on your behalf. Payment for services may be paid on the day of the appointment.