Twenty minutes. No deck. A straight answer.
Tell us where the books stand and we will tell you what it takes to fix it — including whether you are better off staying where you are.
Quick answers before you write in
Is the consultation actually free?
Yes, and there is no follow-up sequence attached to it. Twenty minutes, a candid read on your situation, and a quote if you want one. If we are not the right fit we will tell you what to look for instead.
Do I need to prepare anything for the call?
Nothing formal. If you know roughly how many transactions run through your accounts each month, how many bank and card accounts you have, and how far behind the books are, that is enough to scope a quote. If you do not know, we will figure it out together.
Can you work with my existing CPA?
That is the design. We do bookkeeping only — no returns, no tax advice — so you keep the preparer you already have. We coordinate with them directly and deliver the year-end package in whatever format they ask for. If you don’t have a CPA yet, we will point you at firms our clients rate, with no referral fee to us.