• New Client Consultation: Phone Call

      30 minutes

    • New Client Consultation: Zoom

      30 minutes

    • Existing Client Misc Appointment: Phone Call

      30 minutes

    • Existing Client Misc Appointment: Zoom

      30 minutes

    • Third-Party CPA/Tax Firm Introductory Meeting

      30 minutes

      An introductory meeting for CPA and Tax Firms to explore potential collaboration and discuss bookkeeping needs for mutual clients.