Before the call

Tell me about the books.

Ten minutes, six short sections. Nothing here needs a document or a number you would have to look up. I read it before we talk, so the 15-minute call starts with a real answer on which tier fits and what it costs.

Rather just talk first? Send a short note instead or call 952-479-0117.

About your business
01

About your business

Your books today
02

Your books today

A profit and loss, a balance sheet, or whatever your system gives you. Excel, PDF or a photo is fine. Bank, credit card and loan statements help too. Up to 6 files, 3 MB total. Optional, and it makes the first call more useful.

What would you like help with?
03

What would you like help with?

Check everything that applies
How involved would you like me to be?
Payroll, tax and catch-up
04

Payroll, tax and catch-up

State of the books, if catch-up is needed
What are you looking for?
05

What are you looking for?

Timing and follow-up
06

Timing and follow-up

Goes straight to my inbox. I reply within one business day to set up the call.