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What can you expect on an introduction call?

Bookkeeping Service

  1. Schedule an introductory call.  This is a 30 minute video call so that we can meet face-to-face and discuss your business needs, struggles and goals.
  2. A diagnostic review of your books is completed.  This review costs $297 and is required so that an accurate assessment of the current state of your books and individual needs can be completed.
  3. We meet a second time to review the report of findings and recommendations from the diagnostic review. Pricing options are presented and explained.
  4. If we're a good fit, an engagement letter and payment authorization form are sent to you.
  5. Once all of the above are completed, on-boarding begins and you can now focus on other aspects of your business knowing your finances are in good hands!

Financial Coaching

  1. Use the link below to schedule a time that works for you. I'll send you a link so that we can meet over a 30 minute video call. I'll ask questions so that I can get to know your current situation, what you're struggling with and what your dreams are. Dream big! This is key!
  2. You get to ask your questions and receive some feedback. From there, if I think we'll be a good fit, I'll go over the pricing options with you. If I'm not a good fit for your needs, I'll provide a referral for you so that you can get the best help.
  3. Once payment is made, you get to schedule your first full coaching session! Coaching sessions are 1 hour long. You also receive access to me via phone and email throughout the month while you are a client. So if something comes up, you're not alone and it doesn't cost extra! I'm here to help. Schedule the first call now! 
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