New Client Discovery Call

This questionnaire will help me understand your business better, and allow us to have a more productive discovery call.

Please note that we work exclusively in QuickBooks, so we want to make sure you’re ready to make the switch if you aren’t already using it. If you have existing records, we will require a diagnostic prior to beginning the engagement so we can understand what, if any, cleanup needs to be done.

Choose Appointment

Looking for some accounting support? Let's chat about what you need and make sure we're a fit.
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