Frequently Asked Questions

Schedule Free 30 min Discovery Call
  • Getting started is simple. Reach out through the contact form or schedule a discovery call—I’ll walk you through the next steps and answer any questions along the way.

  • I combine a thoughtful, personal approach with clear communication and reliable, trustworthy, understandable, results. It’s not just what I do—it’s how I do it that sets me apart.

  • You can reach me anytime via your private client portal. I aim to respond quickly—usually within one business day.

  • I offer flexible pricing based on project type and complexity. After an initial conversation and diagnostic review, I will provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. I’m here to guide the process, bring ideas to the table, and keep things moving.

  • Nope! Our relationship will be month-to-month and you can make changes anytime.

  • As often as you like! At a minimum, you’ll have the opportunity to review performance every month, but I’m always available for a call or Zoom to answer questions.

  • Absolutely! Clean books are essential for making good decisions for your business, as well as minimizing tax liability. I will ensure everything’s perfect, giving you the peace of mind to run your business.