A short conversation can save you months of guesswork. In our consultation, we learn how your business runs, review how your books are set up in QuickBooks®, and identify the fastest path to clean, reliable numbers. We’ll ask about transaction volume, bank and credit accounts, payroll tools, and any deadlines you’re working toward, then walk through where things stand today. You’ll leave with a clear picture of what’s working, what needs attention, and a practical plan that fits your budget and workload. We’ll outline whether cleanup is needed, what monthly support looks like, and a transparent price range based on your actual activity. You’ll also get immediate next steps—what we’ll do, what we’ll need from you, and a simple timeline—so you know exactly how we’ll get your books current and keep them that way. No pressure—just clarity and a smart path forward.