Booking
Schedule A Meeting
We offer four distinct appointment types, each designed for different service needs and time requirements. Please review the descriptions below and select the appointment type that best matches your specific tax or accounting situation. Choosing the appropriate appointment ensures you receive the right level of service while maximizing the value of your time with our team.
Consultation
For individuals and businesses seeking expert guidance.
This session covers a wide range of advisory topics, such as:
- Business formation and entity structuring
- Year-end tax planning
- Financial statement analysis
- Other general business or individual tax & accounting related items
Whether you’re launching a new venture or refining your financial systems, this meeting is
designed to support informed decision-making.
Click below to schedule a 30 or 60 minute consultation!
Free Client Consultation
Quick check-in for existing clients. A complimentary 15-minute session for brief questions or updates related to your tax or accounting needs. Ideal for clarifying next steps or resolving minor issues.
Click below to schedule a free 15 minute consultation!
Free Client Tax Meeting
Pre-filing or final review session. This meeting is for current clients who need to: ● Discuss details before we begin preparing your tax return(s) ● Review your completed return(s) prior to filing Ensures accuracy and alignment before submission.
Click below to schedule a 30 minute meeting!
Free Prospect Client Consultation
Explore if we’re the right fit. A complimentary, no-obligation meeting for prospective clients. We’ll review your current financial or business situation and discuss how our firm can support your goals.
Click Below to schedule a free 15 minute consultation!
Subscription Client Consultation
Included with your service plan. This meeting is for clients who have pre-paid for:
- Fractional CFO services
- Monthly or annual service subscriptions that include consultations
Use this time to review progress, ask questions, or plan ahead.
Click Below to schedule a 60 minute consultation!