from a Discovery Consultation
You need clarity.
We know committing to a new accountant isn’t a decision you make overnight.
Signing up for Discovery Consultation gives you a taster of what it’s like to work with us.
Our Discovery Consultation
process includes two calls
You get two one-to-one calls with a member of the Encurio team. 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.
The first call
- Thoughts on your business goals and motivations
- Your concerns and burdens
- Your most recent tax return
- Access sharing for your accounting software
- An eager listening ear
- 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 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
After we’ve collaborated and learned about what you’re doing, we’ll go away and develop a plan for you. Then, we’ll schedule a second call with you.
- Any quick wins that you can execute immediately
- A detailed proposal for how we can help you and exactly what you’ll need to commit
- A timeline for how soon we can help you get going
A nice testimonial example will go here and it will be read and be pretty and make an impact. I’m continuing to write just to fill space. There will be plenty of room for all the wonderful things your clients will say or have already said about you.
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