Tell us what you need help with
A paragraph is enough. You don't need to book a call first. We'll read your note and let you know what makes sense next.
The accountant who would handle the work reads every note. We usually reply within one business day.
We'll reply. We may ask one or two questions. If we need records, we'll explain how to send them securely.
We review what is needed. For accounting, we usually review recent books. For advisory, we review recent reporting, cash position, and the decision or issue you want to work through. For taxes, we confirm the tax year and filing needs. For process improvement, we start with your current workflow and where the team loses time.
You get the scope, fee, and proposed start date. We send it in writing before work starts. You can review the scope before deciding.
Tell us what needs attention or what decision you're working through, along with any deadline. Don't attach records. We'll arrange read-only access or another secure option after we reply.