Let's See If We're a Good Fit to Work Together.
This 20-30 minute Discovery Call is designed to understand your business and determine whether we're a good fit to work together.
It's a straightforward, no-pressure conversation focused on your current setup, your needs, and how we can best support you.
20-30 Min
Structured call
Right Fit
Evaluation
No Sales
Pitch
Discovery Call
During the call, we'll walk through:
How many bank and credit card transactions flow through each month
Bank accounts, credit cards, and other accounts
QuickBooks, Xero, or other platforms
Prior-period corrections or reconstruction
Frequency, format, and preferred channels
This helps ensure you receive clear, accurate guidance based on your specific situation.
Service Structure Overview
To give you a clear understanding of how we work, our services are structured as follows:
Core
Starting price
1 - 125 transactions
Plus
Starting price
126 - 275 transactions
Premium
Starting price
276 - 450 transactions
Custom
Based on volume & complexity
450+ transactions
Final pricing is determined after evaluating account structure and service complexity.
Who This Call Is For
This call is a great fit for:
Small business owners with consistent monthly transaction activity
Businesses seeking structured, professional bookkeeping support
Owners ready to operate under written service agreements
Businesses prepared for service tiers starting at $400 per month
We focus on providing structured, high-quality bookkeeping, so we may not be the best fit for those seeking the lowest-cost option.
Before Scheduling
To make the most of our time together, it's helpful to have the following information available:
Transaction Count
Estimated average monthly bank and credit card transaction count
Active Accounts
Number of active bank and credit card accounts
Profit & Loss
Most recent Profit & Loss statement (if available)
Balance Sheet
Most recent Balance Sheet (if available)
If you don't have everything, that's okay. We'll work through what you do have.
What Happens After the Call
If we decide to move forward together:
You will receive a secure intake link
We will review your financials
You will receive a Master Service Agreement (MSA) and Engagement Addendum
Services begin once agreements are executed
Everything is clearly outlined from the beginning, so you always know what to expect.
Ready to Take the First Step?
Choose a time that works best for you. We look forward to connecting.
Discovery calls are best suited for businesses planning to begin service
within the next 30 days.
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