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schedule

Book a discovery call Start with a conversation.

Book a 15-minute discovery call online, or tell us a little about your business and a few times that work, and we will confirm by email or phone.

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What to expect

  1. 01 Pick your route

    Book a 15-minute Zoom call on our calendar, or use the form to ask for a phone call or an in-person meeting.

  2. 02 Get your time

    An online booking is confirmed by email as soon as you book. For a form request, our team follows up by email or phone to set the time.

  3. 03 Talk it through

    We learn how your business runs, what is working, and where you need help, then outline sensible next steps.

// book_online 15-minute discovery call

Pick a time that works on our calendar. The call is on Zoom. Prefer the phone or an in-person meeting? Use the request form.

✦ See open times ↗ Opens our booking page on Calendly. Please do not include Social Security, tax ID, or account numbers in your notes.
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// request_a_time
For example: monthly bookkeeping and payroll for a retail business; weekday mornings work best.

Please do not include Social Security numbers, bank or card details, or tax documents. Clients share documents through our secure TaxDome portal. See our privacy policy.