Let’s Talk Through Your Accounting Needs

FREE Discovery Call (ZOOM)

This complimentary 45-minute Discovery Call is a structured conversation to confirm whether my accounting services are the right fit for your business and, if so, at what level of support.  Before booking, you’ll complete a short questionnaire indicating the service package and any QuickBooks Online support you’re interested in. This allows us to use our time efficiently and focus on alignment and next steps.
Important note:

This Discovery Call is intended for accounting and ongoing support services ONLY.  Stand-alone tax preparation services are handled through a separate registration process and do not require a discovery call.

If you’re seeking tax services only, you can

During this call, we will:

  • Confirm how your books are currently being maintained.
  • Discuss the service package you selected and whether it aligns with your business needs and complexity.
  • Identify any considerations that may affect scope, pricing, or timing.
  • Clarify the appropriate next step.
Angeline Smith
Accountant | CEO