Schedule a Discovery Call

What is a Discovery Call and Why is it Important?

A discovery call is an initial conversation designed to help understand your financial needs, goals, and challenges. It is an essential first step in building a productive and successful working relationship.

What to expect:

  • Understanding Your Business Needs

    During the call, I will ask you questions about your business and any specific concerns you have. This helps to gain a clear picture of your financial situation, in relation to bookkeeping, taxes, or other financial concerns.

  • Customized Solutions

    By learning about your unique circumstances, I can tailor services to address your specific needs, providing solutions that are relevant and practical for your situation.

  • Building Trust

    The discovery call is also an opportunity for us to get to know each other. You can ask questions if you are unsure of any step of the process.

  • Clear Communication

    The call allows you to discuss your expectations, preferred communication methods, and any specific timelines you have. This will help to set the foundation for a smooth working relationship.

Remember, the discovery call is a no-obligation opportunity for you to explore whether we are the right fit for your business needs.

Next Steps:

  • Diagnostic Review

    Before starting recurring services, the first step is to get a full picture of your finances through a diagnostic review. It allows me to see what areas need to be addressed and tailor services to address those areas.

  • Proposal

    I will provide you with a proposal outlining the scope of work, services to be provided, timelines, and associated costs.

  • Agreement

    If you are in agreement with the proposal, we will sign an agreement that formalizes our working relationship. The engagement letter will detail the terms, responsibilities, and other important aspects of our agreement.

  • Onboarding

    Once the agreement is in place, we will begin the onboarding process to begin recurring services.

If you have any further questions about the discovery call, service options, or any other concerns not addressed please send me a message on our contact page. I look forward to the opportunity to work with you.