Initial Consultation

Service Description

Let us introduce ourselves! Schedule your initial consultation with our premier bookkeepers to help you create the best financial plan for your small business. We will ask a lot of questions about your business type, size, operating procedures, cash-flow tendencies, number of accounts and average transactions to process monthly, desired services, goals, debts, and more. Talk with us about our different service plan packages and individual service offerings to create the plan and budget that's right for you. Each client is a business partner that we establish a lasting relationship with, intended for the long term. We prioritize ensuring that we align with each other's ideals and expectations before diving into the intimacies of financial analysis. Ethical practice and transparency are the keystones of accounting procedures and it starts from the moment we say "Hello!" Consultations typically last 1 hour depending on the complexity of your business needs and budget. *Consultation fee is nonrefundable and can only be rescheduled to a different time-slot if communicated within 24 hours of original appointment. Cancellation will not result in a refund.*