Book Your Discovery Call

A zero-pressure, 30-to-60 minute chat to understand your business, your books, and your goals—so we can confirm if we’re a fit and outline next steps. No jargon. No hard sell. No spreadsheets required. 😎

Pick a time that works for you, then keep scrolling to learn more about the discovery process!

What We'll Cover

How you’re handling bookkeeping today (tools, cadence, pain points).
How money comes in (revenue streams, sales channels, deposits).
Cash flow pressure points (what’s stressing you out and why).
Any cleanup/catch-up needed and what the path back to “current” looks like.
What monthly reporting would actually help you make decisions.
Payroll, sales tax, and contractor/1099 needs (if applicable).
Deadlines, risks, and special situations we should know about early.
Next steps: recommended scope, timeline, and what a monthly rhythm would look like.

What To Bring

No homework required—this just helps us make your call more useful. Bring what you have, and don’t stress about the rest.

Accounts & Tools

It’s helpful to know what you’re using today—your bookkeeping system, the bank/credit accounts tied to the business, and any payroll or payment tools (like Gusto, Stripe, Square, or Shopify). If you’re not sure what’s connected, no worries—we’ll sort it out together.

Documentation

If you have it, bring your most recent bank or credit card statement and a rough sense of monthly revenue, transaction volume, and whether you’re behind (and by how many months). Exact numbers aren’t required—this just helps us gauge complexity and recommend the simplest next step.

Questions & Goals

Come ready to describe your biggest pain point and what you want to get out of bookkeeping and reporting. If you have any deadlines coming up (tax time, sales tax, a loan, hiring), mention them so we can plan appropriately.

After Discovery... What's Next?

You’ll get a clear recommendation: scope, timeline, and transparent pricing wrapped up in an easy-to-understand proposal. We typically deliver proposals within 24 hours of discovery.

Need to Reschedule?

No problem.

We understand life happens. Reschedule anytime via your confirmation email.