Once you select a date/time above, you'll be emailed an invitation to the consultation.  From the invitation, you can access the consultation via the web or your phone.  For consultations, I use a web conferencing software called Zoom. 

One of the goals of the consultation is to assess your needs and determine if I'm a good fit.  It's best to determine this upfront to make sure I can provide the assistance you need.

During the free initial consultation, we will talk about your business and your Accounting and financial goals. You will have an opportunity to ask questions and share your concerns. Our goal is to understand your needs and expectations in order to determine how we're able to help.

We highly recommend creating a list of your questions and concerns. Remember, this is your time to let us know about specific Accounting issues or problems you're having, so it's best to make a list prior to the consultation.