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.

Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning? - Do you need help forming a corporation, LLC or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?

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 receiving your source file or documents. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and becomes the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency. Or, if you like, let's sit down and talk!