What to expect
Your first conversation is easy.
You don't need to fix anything or have it all figured out before you call. Just tell Eric where things stand, and he'll help you sort out a good next step.
Before you reach out
No need to tidy up first.
It helps to know roughly when your books last felt right, what records you have, and what you'd like to understand better. That's plenty to get started.
Use the new-client organizerA grounded sequence
From initial context to a practical next step.
The first exchange is intended to clarify the situation. It does not establish an engagement or determine scope on its own.
Share the current situation
Call or send a short inquiry about the books, workflow, and questions that need attention.
Review the useful context
Use the conversation and, when helpful, the organizer to understand what is relevant to the potential work.
Clarify a responsible path
Identify whether bookkeeping, cleanup, setup, reporting, or another focused discussion makes the most sense.
Arrange next steps when appropriate
If an appointment would add useful context, request one before visiting. Meetings take place at a private residence.
Appointment requests
In-person meetings are by appointment only.
Some conversations are easier face to face. Just set up an appointment first, since there's no walk-in office. If your business is in Montgomery County, Eric can come to you.
Request an appointment