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
1.5 hours
You’ll bring:
- Thoughts on your business goals and motivations
- Your concerns and burdens
- Your most recent tax return
- Access sharing for your accounting software
We’ll bring:
- 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
30 minutes
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First and Last Name