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.
Bookkeeping shouldn't be mysterious. Serving Owasso, Tulsa, and small businesses across Oklahoma.
Bookkeeping shouldn't be mysterious. Serving Owasso, Tulsa, and small businesses across Oklahoma.
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