Your Initial Consultation

During this free consultation, we will review your needs, discuss tax strategies and entity type and try to discern any tax liabilities coming up relating to your business.

Some of the questions we get during this session are:

What services do you offer, and are they tailored to small businesses like mine?

Can you provide references from other small businesses you’ve worked with?

What software do you use for bookkeeping, and are you proficient in it?

How often will you reconcile accounts and provide financial reports?

Do you offer any additional services, such as payroll or tax preparation?

What is your pricing structure, and are there any hidden fees?

How accessible are you for questions or concerns, and what is your typical response time?

Can you provide insights or suggestions for improving my financial processes or saving money?

Let’s start saving money for your business!

Fill out this form to set-up your free consultation with us and learn more about how we can help you.