You don't need to have everything figured out before reaching out. Our consultation call is simply a conversation - a chance for us to learn about your business, understand your needs, and answer your questions. From there, we’ll walk you through the available options and recommend the bookkeeping solution that fits best, with no pressure and no obligation. Our goal is to make the process feel clear, comfortable, and supportive from the very first step.
Once you submit the form, we’ll respond within 1–2 business days to arrange your consultation call. During this conversation, we’ll learn about your business, discuss your goals, and answer any questions you may have.
To help us prepare, feel free to share your bookkeeping software and an estimate of your monthly transaction volume — but don’t worry if you’re unsure. We’ll figure it out together.
We look forward to learning how we can support you and helping your business feel more organized, confident, and in control.
Not sure which package you need? That’s completely okay — the consultation call is designed to help you determine the best fit.