I am glad you are interesting in talking to me on a “discovery call.” This call is to get to know one another, and determine if my services are the best fit for your business. To get us started, please complete the form below. Once I review your business profile, I will get back to you with a link for you to schedule a video call.

Just to save us both time, I only work with clients on the QuickBooks Online platform. I provide the services listed in the form below. I do not provide payroll services, invoicing or bill pay services, and I do not prepare income taxes. I am happy working with your tax professional to deliver tax-ready books to them for you.