Schedule Your Discovery Consult

What To Expect

We know switching bookkeepers or accounting firms can be difficult. Important items can easily get missed.  You may not know what you don't know.  We're here to dig deep and give you as much clarity as possible.  Our onboarding process is an in-depth review of your current accounting and financial processes.

  • Discovery Consult

  • Fact Find

  • Account Review

  • Kickoff Call

Ask Us Questions

During your free consultation, we learn the ins and outs of your business and hash out what our working relationship might look like.  Bring any issues, troubles or concerns to the call and we'll be happy to help!  We'll leave you with our best tips and applicable strategies that you can implement in your business right away.