Meet With Paul

Book time with Paul—virtual coffees, new client questions, scope and service fit, proposals, partnerships, referrals, and “what’s the best next step?” meetings.

Virtual Coffee

Duration: 30 minutes
Location: Online

Referral networking, introductions, and partner conversations.

Office Hours

Questions, planning, proposals, and
in-person meeting options.

Meeting FAQs

How much time should I book?

30 minutes: One quick question, a handful of related questions or a short review.

60 minutes: Deeper discussion—multi-topic planning, partnership meetings, proposal walk-throughs, or “let’s map the next step.” 

Do I need an agenda or anything prepared ahead of time?

Nope. If you want to give Paul a head start, add one sentence in the form (example: “pricing + scope for monthly bookkeeping” or “partner intro + referral process”), but it’s optional.

Is this the right page if I'm a new potential client?

If you’re not sure what you need yet, this page works. If you want the structured, start-to-finish version, book a Discovery call at https://plsbalancemybooks.com/discovery.

Need to meet with Layne?

No problem. Here's a button to get to her booking page.

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