Consultation Introduction

As a virtual bookkeeping professional, I can provide you with the personalized support and guidance you need to take your business to the next level. By working together, I can create a customized plan that addresses your business' specific needs and challenges and help you achieve your goals for growth and success.

To begin that process, I need some more information from you to get the ball rolling. I look forward to deepening the conversation and discovering if we can work together to create a brighter future for your business.

What the consultation will look like…

Connection: We will setup a FREE 20-minute call get to know you and your business and gain an understanding of where you are in your bookkeeping.

Access: I need to be granted access as an Accountant User in Quickbooks Online or Xero to take a look at your books. Don't worry. Your information is completely confidential and safe. I absolutely would never change one record within your books before we entered into a business agreement for me to be your bookkeeper. This is simply discovery and assessment. 

Communication: Occasionally, I will have to email you with some clarifying questions. Responding to those requests promptly will help keep things on track. Afterward, I will reach out within a week to schedule a 2-hour call with you via Zoom to visit about your business and your goals and to go over what I discovered.

What’s the catch?

There is no catch. I am committed to helping small businesses succeed. By helping businesses, I help families and communities thrive.

Because I believe in what I am doing, I am willing to invest in this consultation for FREE. I will assess your situation and provide you with a detailed strategy to recover at no cost to you.

I also promise that I will not hard sell you. At the end of the third step, I will ask you one question. “Do you want some help with that?” If the answer is no, you will have a strategy that you can deploy to help your business get back on track. If the answer is yes, I will work with you to implement the plan to recover your business’ books and move forward with confidence.

It is that simple. I promise.

You might ask, “Why would you do that for free?” I know that some of the people who learn about my services will become my clients. If that were my only focus, this would make the process all about me. However, I don’t want anyone to walk away empty-handed. By doing it this way, everyone wins, and I stay true to my values.

I look forward to visiting with you very soon.