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Thank you for your interest in scheduling a FREE VIRTUAL "DISCOVERY MEETING" with us to discuss your BOOKKEEPING SYSTEM.
We are excited to learn more about you and your business, and explore how we can support you in managing your business bookkeeping more effectively.
To help us better understand your business and provide the best possible service geared to your specific business bookkeeping requirements, we ask that you complete our INTAKE FORM prior to our initial virtual meeting.
To INITIATE A FREE "DISCOVERY MEETING" with us, simply follow the following steps:
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Click on the BUTTON below. You will be directed to our BUSINESS ASSESSMENT FORM.
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Fill out the **REQUIRED INFORMATION** on the form. We ask that you answer all the questions as accurately as possible, which allows us to tailor our MEETING PLAN to your specific business needs.
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Once we have received your COMPLETED FORM, we will review it, pre-plan our meeting, and respond within 48 hours with a BOOKING LINK where you can schedule a convenient time for our FREE "ZOOM" MEETING.
During our discovery meeting, we will discuss your customized bookkeeping system requirements, bookkeeping concerns, and financial management goals, as well as our approach to providing the necessary assistance . We will also answer any questions you may have about how the process works.
We are looking forward to speaking with you and exploring how we can set you up for your BUSINESS BOOKKEEPING SUCCESS!!!