Consulting

Seeking Solutions

Only need one-time help?
Run into a specific issue to solve?
Got stuck doing your own finances?

A consultation may be right for you.

Get your finances back on track with insight from an experienced bookkeeper. Schedule a consultation, and we will sort through the specific issues concerning your business.

Inside the Consultation

Preparation

Fill out a questionnaire to help me understand what you need and what you want to accomplish. Prepare supporting documents for quick reference.

Meeting

We'll schedule a Google Meet call, then dive into the issue.

Notes & Follow up

After the meeting, I'll send you a summary detailing what was discussed. We will send a follow-up email to check in and answer any other questions that came up since we last spoke.

Future Meetings

If you found the meeting helpful, feel free to schedule another consultation for other problems that may arise.

Request A Quote