Discovery Call

Still trying to figure out options for your tax or bookkeeping situation?  No problem.  Book this 15 minute virtual session for potential new clients which allows us to discuss your particular bookkeeping and/or tax preparation needs and learn more about the support services offered. Specific tax or bookkeeping support is not provided during the call.

As a courtesy, please cancel or reschedule before your appointment date/time if needed. No shows will be billed in advance for follow-on Discovery Call appointments.

(No Charge / 15 minutes)

This is a 30 minute virtual session which allows business owners to discuss any of your Quickbooks Online questions while providing hands on training. There is a cost associated with this service. 

($65.00 / 30 minutes)

This is a 60 minute virtual session which allows business owners to discuss any of your Quickbooks Online questions while providing hands on training. There is a cost associated with this service. 

($120.00 / 60 minutes)

This is a 30 minute virtual session which allows either individual or small business owners to discuss specific tax related planning needs for both prior or upcoming tax season. There is a fee associated with this service.  

($75.00 / 30 minutes)