Free Consultation

Service Description

I'd love to offer you a free, no-obligation consultation where we can dive into your business's current financial situation. During this consultation, we’ll discuss: Your Business Overview: We’ll talk about the nature of your business, your goals, and any challenges you're currently facing. Current Bookkeeping Needs: We’ll review your current bookkeeping system (or lack thereof), and I’ll learn about any specific pain points, like cash flow management, tax preparation, or expense tracking. How I Can Help: I’ll provide insights on how a streamlined bookkeeping system could alleviate your challenges and help you make data-driven decisions. Tailored Solutions: Together, we’ll explore potential solutions that fit your needs, whether it’s improving your existing processes or setting up a new system entirely. After the consultation, we can discuss if we’re a good fit to work together moving forward. The consultation will take about 30 minutes and will take place via Zoom or a phone call, whichever is more convenient for you. Your privacy is important to me. A Non-Disclosure Agreement is available for you to sign at the beginning of the consultation to ensure Confidentiality. Let’s set up a time to chat and see how I can help simplify your bookkeeping and support your business’s growth!