Schedule an Appointment
Prospective Client Consultation
30 mins | Free
Prospective clients interest in our Business Startup and Full Service Accounting Packages
New Client Onboarding
60 mins | Free
New Client Onboarding
(setup, migration, and configuration)
Tax Advisory Sessions
30 mins | (existing clients only)
Tax Planning and Advisory Meetings
Fractional CFO Assessment
Cash Flow / Profit Maximizer Interview
30 mins | Free
Review of Strategic Management Accounting and
Financial Planning & Analysis opportunities
without the cos of a full-time CFO