Checkpoint Advising Information

Checkpoint Advising provides tax planning and small business coaching for self-employed, service-based entrepreneurs. If you’re wearing all the hats and your numbers feel like a moving target, we help you slow things down, get organized, and make confident decisions—because tax strategy and business growth coaching work best when they work together. What we do through regularly scheduled checkpoints: • Profit clarity: clean books, clean reports, clear decisions • Cash flow + profitability: simple planning, pricing support, margin improvement • Proactive tax planning: estimates, deduction planning, LLC/S-Corp guidance, “no surprises” • Systems + accountability: KPIs/dashboards, simple processes, follow-through For referral partners (CPAs, bookkeepers, financial pros): We’re a strong complement when clients need ongoing strategy + implementation support between meetings. We help clients translate reports into action and show up prepared. Let’s connect. Follow the page for practical guidance—or message us if you’re an owner looking for clarity or a partner looking for a trusted resource. Specialties: tax planning, small business coaching, estimated taxes, profitability, cash flow, pricing, KPI dashboards, systems & SOPs, LLC/S-Corp support