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 Meeting

A brief 15-minute meeting 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.

Tax Planning Meeting

A focused 45-minute session dedicated to proactive strategies for minimizing tax liability and optimizing financial decisions. This meeting may cover income forecasting, entity structure considerations, estimated payments, retirement contributions, or other planning opportunities based on your current and anticipated situation.

To keep the conversation productive, please come prepared with relevant documents or questions. If you expect the discussion to run longer or touch on multiple years, notify our staff in advance to request additional time or adjust scheduling.

Based on the time spent and level of complexity addressed during the session, a fee may be billed at its conclusion or a deposit may be requested prior to beginning any identified follow-up tasks.