Home/Book a Consultation

Book Your Free Consultation.

A straight conversation about your business, your books and what you actually need. No obligation and nothing to prepare beforehand.

Request Your Consultation

Tell us a little about the business and we will come back with a time. If you would rather pick a slot yourself, the scheduler below fills in as soon as it is connected.

Your name

Business name

Phone

What do you need help with

Best time to reach you

Anything we should know first

We use what you send here only to prepare for and arrange the consultation.

No obligation. No pressure. A clear answer either way.

QuickBooks Online ProAdvisor
Cannabis Specialist Certificate
Cannabis Associate Certificate
DOPE CFO Method
PTIN Holder
IRS-Authorized E-File

A calm, bright setting for a first conversation about your accounting

What Happens On The Call

We Listen First

What the business does, how it is set up, who is touching the books today and what has been getting away from you. No pitch until we understand the situation.

We Point At What Matters

Where the current setup is costing you time, money or accuracy, including the things that are working fine and should be left alone.

You Get A Clear Scope

Exactly what we would take on, what lands on your desk each month and what happens next. In writing, before you commit to anything.

Prefer a different route? Send us a message and we will reply during office hours.