This will be a phone call where Kristin or Emilee will call you.

You want to learn more information about hiring us as your monthly bookkeeper.

Go over goals & progress.

Do you need some QuickBooks help? You can come to the office for help, or we can use ShareConnect, which allows me to see your computer screen and walk you through the help and training you need. It will save yourself a trip.

This Appointment is REQUIRED for NEW tax clients to come in and meet us. (Or for returning clients where a lot has changed in the last year and we need an update). Tell us what is going on with your taxes/life. You will also get a quote on your taxes while you are here.

This appointment is REQUIRED for NEW tax clients who have a business and need a business tax return completed OR a small business owner who needs a Schedule C completed on their personal tax return. If a lot has changed in your business from last year, you are more than welcome to come in. We also give you a quote on your tax return.