Before Your Discovery Call
A few things to do before we talk. So the call is about your business, what we do, and whether we can help you. Not how many people are on your payroll.
WATCH THIS 2-MINUTE VIDEO
What happens on the discovery call. Who we work best with. Who we're not the right fit for. Two minutes saves us both time.
REVIEW OUR PRICING
The pricing page breaks down what drives accounting costs for contractors, why firms charge so differently from one another, and exactly what we charge with three real client examples. Read it so you can make an educated, smart decision before you move forward with anyone, including us.
The estimator gives you a directional number in about 60 seconds based on your accounts, transactions, employees, and how far behind your books are. Use it to understand what your situation should cost, with us or with anyone else.
FILL OUT THIS QUESTIONNAIRE
It takes about 5 minutes. Filling it out before the call means we skip the basics and spend our time on what actually matters: what we do, how we do it, and whether we can help your business.
Open the QuestionnaireWANT PRICING ON THE FIRST CALL?
Most prospects do two calls: a discovery call to learn about each other, then a proposal call where we walk through your custom pricing. If you want to skip straight to pricing on the first call, here's what we need from you first.
FILL OUT THE QUESTIONNAIRE ABOVE
Same form. We need your business details before we can build a real number.
SEND US YOUR FINANCIALS
We need accountant access to your QuickBooks Online file, your most recent business and personal tax returns, and your bank and credit card statements. Upload everything securely through our client portal.
Upload Your Documents Securely