No pitch deck. No pressure. Just an honest conversation about where your books stand and what — if anything — should change.
Your current bookkeeping setup, your biggest worry, and the one or two changes that would matter most — whether or not you hire us.
Nothing is required, but your latest board report or bank statement makes the conversation concrete.
If we're a fit, you'll get a written scope and flat quote. If we're not, you'll get a straight answer and a pointer in the right direction.
If we don't think you need us, we'll say so. A recommendation you can trust is worth more than a client we shouldn't have taken.
Choose any open slot — you'll get a calendar invite with a video link immediately.
Open the Calendar & Book30 minutes · Video or phone · Free
Tell us about your organization and we'll reply within one business day.
It's free, and it's diagnostic — the goal is to understand your situation well enough to tell you the truth about it. Some calls end with a proposal. Plenty end with "you're in better shape than you think" or "here's what to fix in-house first."
Please don't — messy books are exactly what we're for, and seeing them as-is helps us scope honestly. There is no state of books that will shock us. Truly.
Whoever owns the worry: usually the executive director, administrator, or board treasurer. Two people is great; a full committee is more than you need for a first conversation.
Then say that on the call. There are three tiers, a flat-fee diagnostic option, and honest advice about what to handle in-house. Knowing your options costs nothing.
Pick a slot. Future-you — the one walking calmly into audit season — says thanks.