We’d love to help you out.
Let’s spend some time together.
We know committing to a new accountant isn’t a decision you make overnight. Signing up for Discovery Consultation means you get the advice you need right now, and gives you a taster of what it’s like to work with us.
At the end of these two calls, you’ll walk away with sound advice specific to your situation and an understanding of how we can help you longer-term. If you decide to sign up with us as a result, that’s great! It’s a win-win situation.
What could the discovery consultation do for you?
Clients have used the discovery consultation for things like:
Clarity
Advice
Resolve
Our Discovery Consultation process includes two calls.
The first call
1.5 hours
You’ll bring:
- Thoughts on your business goals and motivations
- Your concerns and burdens
- Your responses to this questionnaire (same as from contact form)
- Your most recent tax return
- Access sharing for your accounting software
We’ll bring:
- Clarification and guidance
- Suggestions and advice
- Expertise from years of working with small businesses
- Review the most recent tax return to make sure you didn’t pay more than you needed to
- Check the condition and status of your booking within your accounting software
- Discover what software you’re using and whether there are better options or different ways you can be using what you have.
The second call
30 minutes
Ready? Book your discovery consultation now for $650.
We’ll contact you to set meetings that fit your schedule.