You’re all set!
Your call is scheduled. To make the most of our time, here’s what to do next.
1) Check your email
You’ll receive confirmation with the date/time and a reschedule link.
2) Gather basics (2-minute prep)
- Entity type (if business owner)
- Accounting system + whether books are up-to-date
- Payroll / sales tax (yes/no)
- Your biggest goal for this year
3) Next step after the call
If it’s a fit, we’ll recommend either:
- Tax prep only (simple cases), or
- A Numbers Clarity & Strategy Evaluation (complex/messy cases), or
- Cleanup + ongoing support
