Free Consultation
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Select the date and time that works best for you. All initial consultations are free.
Video call
15 – 45 minutes
Free consultation
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Free 30-Minute Consultation
30 min
•
Free / Quote
No-obligation conversation to discuss your business goals and find the rig…
New Client Intake
20 min
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Free / Quote
Quick information-gathering session before starting a new engagement.
Bookkeeping Monthly Package
60 min
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Free / Quote
Onboarding call for ongoing bookkeeping — AP/AR, bank reconciliation, repo…
Bookkeeping Clean-Up
120 min
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Free / Quote
One-time project to clean historical transactions and bring books to GAAP …
CFO Advisory Session
60 min
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Free / Quote
Strategic financial planning, cash flow forecasting, and board/investor re…
QuickBooks Setup & Training
90 min
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Free / Quote
Set up QBO, configure chart of accounts, connect bank feeds, train your te…
Nonprofit Financial Review
75 min
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Free / Quote
Donor reporting, grant tracking, and 990 preparation for 501(c)(3) organis…
Tax Planning & Support
45 min
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Free / Quote
Tax-saving strategies, documentation, and preparation schedules (not filin…
Website Design Consultation
60 min
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Free / Quote
Discuss brand, audience, and requirements for a new website or redesign.
Web Development Consultation
120 min
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Free / Quote
Static/CMS build consultation — HTML/CSS/JS, WordPress, or Drupal.
Custom Web Application
150 min
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Free / Quote
Bespoke web app consultation — client portal, dashboard, or booking tool.
Educational Game Development
120 min
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Free / Quote
HTML5 educational game consultation — literacy, math, or financial literac…
Digital Business Card Setup
30 min
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Free / Quote
Custom digital card with QR code, vCard download, and booking integration.
SEO & Social Media Strategy
60 min
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Free / Quote
Review digital presence and build a visibility and engagement plan.
Site Maintenance & Support
60 min
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Free / Quote
Monthly retainer discussion — updates, security, performance, content chan…
General Notary (In-Person)
30 min
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Free / Quote
Traditional notarization at your location or our office.
Mobile Notary Visit
30 min
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Free / Quote
We travel to your home, office, or care facility. Travel fee applies.
I-9 Verification
30 min
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Free / Quote
Authorized representative service for remote employee I-9 forms.
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Request received!
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Appointment Details
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Duration 15 – 45 minutes
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Format Video call
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Cost Free initial consultation
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Preparation Have your questions ready
You'll receive a confirmation email with meeting details after booking.
What we can discuss
- Accounting & bookkeeping needs
- Fractional CFO advisory
- Digital presence & web projects
- Notary services & scheduling
- Nonprofit financial strategy
- General financial questions