Consultations are free and can be scheduled at your convenience.

Step 1:

Either give me a call or request a call back via message or email. We'll discuss your business needs and potential solutions.

Step 2:

A) If you are already using QuickBooks Online, invite me as a user temporarily

so I can review your accounts and transactions.

* Let me know if you are missing accounts that should be connected

(bank, credit card, or loan accounts, etc.)

or if you have incomplete data or unrecorded transactions.

or,

B) Send me copies of your account statements (last 3 months) via email.

If I have any questions or need additional information, I'll reach out via phone or email.

That's all there is to it!

Typically, I can have a proposal for you in writing within 24 hours.

Notes:

We an always add services or adjust our agreement as we progress.

I often provide discounts on "catch up" months to help make your transition

to accurate and compliant books more affordable.

The first month or two may require your engagement.

Once I am familiar with your business and accounts,

you'll be free to focus solely on growing your business.

Send a message or call