Free · 30 minutes · For U.S. businesses
Let’s talk about your books.
Meet with Ana Lee to discuss where your bookkeeping stands and the help you’re looking for. Whether you need cleanup, catch-up, or monthly support, we’ll talk through the next step.
The discovery call is free. Any bookkeeping work is scoped and quoted separately before you decide to proceed.
What we’ll discuss
Your business, accounting software, current concerns, and any deadline you’re working toward. We’ll explain what information we need to assess the work.
A few details to have ready
- Your business type and software
- Whether your books are current or behind
- Approximate number of accounts
- Your main questions and target deadline
Agree on the next step
If we’re a fit, we’ll outline the records needed for review and a proposal. Scope, timing, and fees are agreed before work begins. Cleanup and monthly support are separate engagements.
Choose a time that works for you.
Check the time zone shown in the calendar, select a date and time, then complete your details. Conferencing details are provided with your booking confirmation.
No suitable slot? Contact our team. You don’t need to send financial records or account passwords to book the call.
