Yes, we do offer a free initial consultation. It allows both of us a chance to determine if our services are a good fit to your situation.

We work with small businesses and individuals. On the business side, we work in many industries including service based companies. If you have a particular niche feel free to contact us and we will decide together if we are a good fit.

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.

It starts with a conversation to understand a client's needs, which gets captured in an engagement letter. Once the engagement begins, we expect source documents or electronic copies. This can all be done online if a client desires. We report back with the information needed to make smart decisions, which becomes the foundation for our ongoing conversations. We strive to communicate efficiently using a method most comfortable to the client.