You didn't start this business to become your own bookkeeper. This free 30-minute call is a real conversation about where your business is right now, what's feeling unclear or overwhelming about the financial side, what you would be receiving from me on a monthly basis, and whether working together to manage your books makes sense. No pressure, no obligation.

What we'll cover:

• Where your business actually stands financially right now

• What's realistic for setup, cleanup, or ongoing support based on your stage

• Whether we're a fit to work together. If not, I'll point you somewhere that is

Frequently Asked Questions:

• "I'm just starting out, is this too early?" Not at all. Early is actually the easiest time to set things up right.

• "I already have an accountant doing my taxes." Great, I work alongside them. I handle the monthly management of your books so everything is already organized, clear, and ready to hand off at tax-time. I act as the liaison to your tax accountant, answering follow-ups and chasing down documents, so you don’t have to.

• "Is this really free?" — Yes. This discovery call to learn more about each other is completely free. No card, no catch.

If you have a few minutes beforehand, filling out the questionnaire gives me more context for our call.

This is completely optional. You're welcome to just show up as you are.