Free & No Obligation
Book Your Free 30-Minute Consultation
Get personalized answers about your bookkeeping needs—no strings attached. Schedule a time that works for you and let's start a conversation.
Book Time with Jennifer Johnson →What We Will Cover
- Your Current Financial Workflow & Pain Points
- State of Your Current Accounting Tools
- IOLTA Compliance & Trust Accounts (For Law Firms)
- Tailored Service Levels & Scope of Work
What to Expect
- No obligation required
- Understanding of our firm's credentials and commitment to excellence
- A focused conversation about your current situation
- Clear next steps to address your needs
FAQ – Free Accounting Consultation
What happens during the free consultation?
We review your current bookkeeping setup, identify any issues or inefficiencies, and answer your questions. You'll leave with a clear understanding of your financial picture and recommended next steps.
Do I need to prepare anything beforehand?
No preparation is required. If you have access to your accounting system (QuickBooks, Xero, etc.), that's helpful—but not mandatory.
Is there any obligation to sign up for services?
No. The consultation is completely free, and there is no pressure or commitment to move forward.
What types of businesses do you work with?
We work with law firms, small businesses, solo practitioners, non-profits, professional services, retail stores, and many more.
How long does the consultation take?
Most consultations last 20–30 minutes. More complex situations may require additional time.
Bonus FAQs
Will you look at my QuickBooks file during the call?
Yes, if you'd like. We can review your file together to identify errors, cleanup needs, or opportunities to improve your setup.
Can you help if my books are behind or messy?
Absolutely. Many clients come to us with overdue or disorganized books. We specialize in cleanup and getting everything back on track.
Is my financial information kept confidential?
Yes. All information you share is kept private and secure.
What if I don't currently have an accounting system?
No problem. We can help you choose the right system and get everything set up properly from the start.
Do you also prepare taxes?
No, we do not prepare taxes. However, we partner with your tax professional—or can recommend trusted tax experts—to deliver coordinated, shared services that keep your books and tax filings aligned.