Discovery Call

We offer prospective clients a complimentary discovery phone conversation, so that we can understand your goals and objectives.

Bookkeeping Evaluation

Once we have discussed your bookkeeping goals and objectives, an evaluation of your books will be necessary to determine the best package suited for your needs. The fee for the evaluation can be applied to your first month’s service should you elect to utilize our services.

Financial Review

For existing clients only*

Please schedule an appointment that works best for you.