This is a one-on-one conversation where I will seek to understand the unique financial needs and challenges of your business. It's an opportunity for the you to share information about your current bookkeeping processes, financial goals, and any specific requirements you may have. I use this information to assess how I can best support you and tailor my services accordingly. Ultimately, the discovery call helps both parties determine if there is a good fit for a working relationship moving forward.

Please fill out the questionnaire (HERE) to help us know your business better, and allow us to have a more productive discovery call.