New Client Consultation

This initial consultation offers prospective clients the opportunity to meet with the accountant, discuss their current needs, and provide relevant records for review. During the meeting, we’ll explore the scope of services requested, ask clarifying questions, and determine whether there’s a mutual fit. If we both decide to move forward, the meeting may be extended to cover next steps, including service deposit and projected timeline for work. 

Please note: if we agree to move forward, a nonrefundable deposit of AT LEAST $100 will be required to initiate services. The exact deposit amount may vary depending on the scale and complexity of work involved.

Current Client Drop-Off Appointment

This is a 10 minute quick drop‑off only appointment. No tax preparation or in depth review will occur during this appointment. Purpose is for client communicate their tax situation and documents for return preparation.

Please complete your engagement letter and questionnaire in the portal or arrive 15 minutes before your appointment to complete paperwork.

Current Client Meeting

This 15 minute appointment for existing clients to ask questions, review documents, get help with bookkeeping, or discuss other accounting-related items. This time is intended to offer efficient support, so we ask that clients come prepared and be mindful of the time allotted. 

If additional time is needed, please notify our staff in advance so we can get approval and adjust the schedule accordingly.

Depending on the nature and complexity of the discussion, a fee may apply or a deposit may be requested for any follow-up services identified during the meeting.