Ready to take control of your finances and streamline your bookkeeping?
Our collaboration begins with a no-cost Discovery Call via Zoom, during which we'll take the time to understand your business, discuss your current processes, and identify your specific needs. This conversation will take approximately 30 minutes and allows us to tailor our services to help you achieve your financial goals.
Upon submitting your request form, you will receive an email or phone call (please specify your preference in the “Message” section) within 1-2 business days to discuss date/time options. You will also receive a Discovery Portfolio via email to help guide you through the decision-making process.
Let's start building a bookkeeping solution that works for you!
Sample Discovery Questions
What does your current bookkeeping system/process look like?
How do you organize receipts and financial documents?
How many bank accounts and credit cards do you have?
What type of software are you using (i.e. Quickbooks Online)?
How many employees do you have (if any), and which payroll service do you use?
What is the biggest challenge in your business right now?