Let’s Navigate Your Financial Journey Together

What to Expect from a Consultation with Us

Wondering what a consultation with us is like?

Our consultations are friendly and informal chats designed to get to know you better. Here’s a breakdown of what you can expect based on the type of services you need:

Bookkeeping Consultations

• Initial Discussion: We’ll ask questions about you and your business.
• Access to Books: We’ll need access to your bookkeeping records via an accountant invite.
• Custom Pricing: We craft custom pricing packages tailored to your needs.
• Proposal: Within 48-72 hours, you’ll receive a proposal outlining three packages with pricing and specific terms and conditions. Proposals are valid for 30 days, giving you time to consider your options.

Tax Consultations

• Initial Discussion: We’ll chat about your tax situation.
• Pricing: Usually, we can provide pricing during the call without needing a formal proposal process.

Crypto Consultations

• Initial Discussion: We’ll start with a call to understand your needs.
• Access: For complex cases, we may need your public wallet addresses or access to your crypto tax software.
• Pricing: Often determined during the call, though more detailed cases may require additional information.
• Consulting Engagements: Require a retainer and are billed hourly, which we will discuss during the call.

No Obligation, Customizable Services

All our consultations are free and come with no obligation to purchase. Our service packages are customizable to ensure you only pay for what you need.

Get in touch today to schedule your consultation and find out how we can assist you!