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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?


  • What is our background?

  • What are our values?

  • What experience do we have?

  • Will we be able to help you?

Who Are You?
  • What do you do?

  • What are your values?

  • What are your goals?

  • What are your needs?

What Next?
  • Are we a good fit to work together?

  • How much will this cost?

  • What will be included?

  • How will we proceed?

Initial Consultation

“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."

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