If the thought of booking a call makes your heart beat faster

A discovery call with me is simple, and it’s not a test or a pitch. It's a way for me to understand your business and see if working together makes sense. 

I ask things like 

• what you do and what brought you here 

• how your business is set up 

• whether you work with a CPA 

• if you have employees or pay contractors 

• what accounts are involved 

• how current your books are 

I can often figure out scope, pricing, and next steps from there. There’s no pressure to decide on the call, and I'll follow up with a clear recap so you can think it through.