A Focused First Conversation
Bring the issue. Leave with a clearer next step.
- Review what is not working in QuickBooks or the current close process
- Identify whether cleanup, monthly support, or clearer reporting is needed
- Confirm the practical next step, likely scope, and fit
What happens after you book
You get a confirmation email, a 30-minute fit call, and a clear recommendation on whether the next step should be a Health Check, monthly support, or a cleanup scope.
No obligation to start a recurring plan from the call.
Prefer We Contact You?
Leave a short callback request.
Choose a Time
See available 30-minute appointments.
No preparation deck is needed. A short summary of the issue is enough.
If the calendar does not load, open the booking page directly.
Your Current Estimate
Lower-risk first step available
If you want a written recommendation before committing, start with the CA$150 / US$111 Health Check first.
If you move into recurring monthly support within 30 days, that fee is credited toward month one.