Introductory consultation
Thirty minutes to understand your situation and tell you plainly whether we are the right firm.
Who it's for
Anyone deciding whether to work with us at all — a business owner comparing firms, someone whose CPA just retired, or a founder who has never had a CPA and isn't sure they need one yet.
What's included
- 01A partner-level review of your last return or your current books, whichever you bring
- 02A plain answer on whether we're the right fit for what you need
- 03A rough sense of scope and fee before you commit to anything
Timeline
Thirty minutes, scheduled within a few business days of booking.