Let’s talk about what you’re building.
Your first conversation covers your goals, whether we are the right fit and what the next steps would be. Fifteen minutes is usually enough to get started.
Book a 15-minute discovery call.
Pick a time on the calendar. It takes about a minute, and most first conversations happen on Zoom.
Hollywood · Fort Lauderdale · Miami · Boca Raton · Serving clients worldwide. See locations
Tax planning, buying or selling, hiring, cash-flow pressure, real estate, crypto or a business that outgrew basic accounting.
Prefer the phone? 954.639.4060
Real people. Clear next steps.
We plan ahead with you, so fewer things become last-minute scrambles. And you will never wonder where things stand.
- ✦ You’ll know what we need from you.
- ✦ You’ll know what’s happening next.
- ✦ You’ll have a real person to contact.
- ✦ We’ll tell you when something doesn’t make sense.
- ✦ If we’re not the right firm for something, we’ll tell you that too.
Pick a time that works.
Real Calendly availability, presented in Bette’s site design.
More context
A discovery call should determine fit before either side spends time on a full intake
New clients can begin with a short discovery call to describe the business, tax issue or financial decision that brought them to the firm. The goal is to identify whether the matter fits the firm’s services and what information would be needed for a meaningful next step.
Existing clients should use the dedicated support and secure upload workflows for account-specific requests and confidential documents. Keeping those paths separate protects sensitive information and helps requests reach the right team member.
Deeper context
What to bring to a first conversation
You do not need a perfect accounting package before scheduling a discovery call. Be ready to describe the business or tax issue, the entities involved, the deadline or transaction driving the conversation, and what you want to improve. If there is an IRS or state notice, have the notice date and response deadline available.
After the initial fit conversation, the firm can request the documents needed to scope the work. Depending on the matter, that may include prior returns, current financial statements, bookkeeping access, payroll reports, transaction documents or agency notices. Sensitive documents should go through the secure upload workflow rather than ordinary email.
New clients
Use the discovery call for fit, scope and the financial issue you want to solve.
Existing clients
Use Client Support for account-specific questions so the request can be routed to the right person.
Sensitive documents
Use the secure upload workflow for tax records, notices and confidential financial documents instead of standard email.
Book the Zoom. Bring the real numbers.
We will help you understand whether the next step is tax planning, cleaner books, contract CFO support, a Profit First reset or something simpler. And if we are not the right firm, we will tell you.
Schedule the Discovery Call ↗