This is a meeting for new clients, potential clients, or current clients. The meeting is used to discuss accounting software and bookkeeping issues in order to develop a game plan for problem resolution.
There is no fee for this initial meeting. However, we reserve the right to charge a $50 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.

This is a meeting for a client to come in for one on one Quickbooks/Bookkeeping training. Our hourly rate applies to this meeting.
We reserve the right to charge a $75 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.

This is a meeting for new or potential clients. This is a discovery meeting designed to give us a chance to meet one another and identify needs.
There is no fee for initial meetings. However, we reserve the right to charge a $50 cancellation fee if appointment is canceled within 24 hours of the scheduled meeting.

This discovery meeting is designed for those entreprenuers who are thinking of starting a business and have a lot of questions, or the established entreprenuer that wants to learn how to make their business more profitable.
Initial consultation meetings are free. However, we reserve the right to charge a $100 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.

This meeting is designed for all clients wishing to drop off tax preparation documents and meet with a staff member to discuss the preparation of their tax returns
We reserve the right to charge a $50 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.

This meeting is designed for all clients wishing to drop off tax preparation documents and meet with a staff member to discuss the preparation of their tax returns. Generally reserved for more complicated matters that require more time. Our hourly rate applies to this meeting.
We reserve the right to charge a $75 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.

This meeting is for clients who have unresolved issues with various tax agencies and require more advanced tax representation services. This meeting is designed to review documents, assess the current status, and develop a game plan for problem resolution.
Initial consultation meetings are free. However, we reserve the right to charge a $100 cancellation fee if the appointment is canceled within 24 hours of the scheduled meeting time.