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