Bring your questions. Leave with a clear next step and a simple plan that fits your business—even if that next step is not us.
Pick the entry point that fits where you are right now.
Free — no obligation
Quick discovery: Review where your books stand, what software you use, and what is slowing you down.
Clear next step: Get a ballpark scope, recommended service path, and honest assessment of whether we are the right fit.
No pressure: If we are not the right match, we will tell you and suggest alternatives where possible.
$350 — includes written deliverable
Hands-on file review: We open your QuickBooks file and review chart of accounts, reconciliation status, bank feeds, and workflows.
Written deliverable: You receive a Books Health Check report with severity ratings, a prioritized action list, and a phased cleanup or improvement plan.
Actionable on your own: The report is yours to keep—act on it with us, with another provider, or on your own.
A focused, no-pressure conversation that respects your time.
We review your current situation—software, volume, pain points—and listen before recommending anything.
You leave with a specific recommendation: which service fits, a ballpark price range, and expected timeline.
Even on the first call, we discuss access protocols and data handling. Your financial data is treated as critical infrastructure.
So you can prepare ahead of time and make the most of our 30 minutes together.
What does your business do and how long have you been operating?
What accounting software are you currently using (e.g. QuickBooks Online, desktop, spreadsheets, none)?
When were your books last reconciled and up to date?
How many bank accounts and credit cards does your business use?
Roughly how many transactions do you process per month?
Do you currently work with a CPA or tax preparer? If so, who?
What is your biggest bookkeeping pain point right now?
Are you looking for a one-time cleanup, ongoing monthly service, or both?
Share a few details and we will reach out with availability within 1 business day.
After booking, you will receive a confirmation email with call details, what to have ready, and a brief intake form.