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Schedule C / 1099 organizer walkthrough
Educational walkthrough to organize self-employment income and expense folders before you meet a CPA. Not a tax filing service and not legal advice. Zoom or Mia
Intro ETF literacy — small group (Midtown)
90-minute educational session on index ETFs, expense ratios, and brokerage account hygiene. Not investment advice and not a solicitation. Six seats per cohort;
NYC vendor invoice pack — founder ops kit
Practical folder kit for NYC small vendors: invoice naming, W-9/W-8 checklist pointers, and a simple AR aging sheet template. Educational consulting only — we d
NYC freelancer QBO/CSV month-end tidy
One-month bookkeeping tidy for NYC freelancers: categorize bank CSV or QuickBooks exports, flag duplicates, and deliver a plain-English month summary. Education
US LLC + banking checklist consult (remote)
Founder checklist session: formation docs folder, EIN steps overview, and banking readiness questions to ask your bank or attorney. Educational consulting only
Quarterly estimated tax organizer call (remote)
45-minute educational call to map estimated tax due dates, safe-harbor concepts, and folder structure before you talk to a CPA. Not tax preparation and not fili
Monthly bookkeeping cleanup for freelancers
Categorize bank CSV exports, reconcile common accounts, and hand you a clean monthly summary spreadsheet. Remote-first; NYC coworking meetup optional. Start wit