- 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.