Initial Consultation
Not sure what you need? Want to find out more about us?
Let's talk. Your initial consultation is FREE.
It's a time to get to know each other and come up with a plan that meet your needs.
Who Are We?
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What is our background?
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What are our values?
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What experience do we have?
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Will we be able to help you?
Who Are You?
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What do you do?
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What are your values?
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What are your goals?
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What are your needs?
What Next?
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Are we a good fit to work together?
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How much will this cost?
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What will be included?
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How will we proceed?
“It’s a terrific experience working with Wendy. She is friendly, knowledgeable, helpful and easy to work with. She is an expert in QuickBooks and has helped me learn it too. I wish I had found her earlier. She is the go to person to get help on accounting issues and is very helpful. Highly recommend her."