Let’s Talk Through Your Accounting Needs

FREE Discovery Call (ZOOM)

This complimentary 45-minute Discovery Call is a structured conversation to confirm whether my accounting services are the right fit for your business and, if so, at what level of support.  Before booking, you’ll complete a short questionnaire indicating the service package and any QuickBooks Online support you’re interested in. This allows us to use our time efficiently and focus on alignment and next steps.

During this call, we will:

  • Confirm how your books are currently being maintained.
  • Discuss the service package you selected and whether it aligns with your business needs and complexity.
  • Identify any considerations that may affect scope, pricing, or timing.
  • Clarify the appropriate next step.