Bookkeeping Consultation
1 hour
Approval Required
During the free consultation process, we'll discuss the following:
- Your business needs
- How Laser Bookkeeping can help business owners, like you, save an average of 120 hours per year by taking bookkeeping off your plate.
We'll also perform:
- A FREE evaluation of your books and determine whether additional steps such as a cleanup or catch-up may be needed.
If you have not already added us to your QuickBooks Online books to complete the official review, please do so following these steps:
- Sign in to QuickBooks Online as a primary admin.
- Select Settings ⚙, then select Manage users.
- Select the Accountants or Accounting firms tab.
- Enter your accountant’s email address, then select Invite.
- The email address to use to add us is rob@laserbookkeeping.com
If a time you need is unavailable on the calendar, reach out to rob@laserbookkeeping.com and we'll make arrangements to meet your needs!
Consultations via Microsoft Teams unless requested otherwise in the comments.
Please note: By default in our scheduling system, a Microsoft Teams Meeting Link will be automatically generated even if you've requested an in-person meeting. You can ignore that link, and will instead receive a follow-up email from Rob to confirm time and meeting location for in-person meetings.
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