Free Bookkeeping Consultation

$0.00

This complimentary consultation is designed to help determine the best bookkeeping support for your business.

During this call, we’ll discuss your business, your current bookkeeping setup, and what kind of help you’re looking for. The goal is to understand your needs, identify any gaps, and determine whether my services are a good fit.

If it makes sense to move forward, you’ll receive a customized proposal outlining recommended services and pricing based on your business.

This complimentary consultation is designed to help determine the best bookkeeping support for your business.

During this call, we’ll discuss your business, your current bookkeeping setup, and what kind of help you’re looking for. The goal is to understand your needs, identify any gaps, and determine whether my services are a good fit.

If it makes sense to move forward, you’ll receive a customized proposal outlining recommended services and pricing based on your business.

What this consultation includes

  • A brief discussion of your business and current bookkeeping process

  • High-level review of your bookkeeping needs

  • Clarification on service options and next steps

What this consultation is not

  • Bookkeeping work or cleanup

  • Software training or troubleshooting

  • Financial, tax, or business advice

No changes are made to your books during this call.

Who this is for

  • Business owners interested in ongoing bookkeeping services

  • Businesses that may need catch-up or retroactive bookkeeping

  • Those looking to understand what level of support they need

Important notes

  • Consultations are reviewed before being scheduled

  • Availability is confirmed by email after form submission

  • Services begin only after a proposal is accepted