For your initial consultation, it's helpful to prepare a brief overview of your business, including its structure, size, and industry. Bring any specific financial questions or challenges you'd like to discuss. If you're seeking assistance with a particular issue, relevant financial statements or tax documents can be useful. However, don't worry if you don't have everything prepared—our initial meeting is primarily to understand your needs and establish how we can best support you.
We strive to respond to all inquiries within 24 business hours. After submitting your contact form or leaving a message, you can expect to hear from one of our team members who will either address your initial questions or schedule a more detailed consultation with the appropriate specialist. During peak periods (such as tax season), response times may be slightly longer, but we always prioritize timely communication with both prospective and existing clients.
Yes, we offer both in-person and virtual consultations to accommodate your preferences and schedule. Our virtual meetings are conducted through secure video conferencing platforms, allowing for effective communication and document sharing while providing flexibility. Many of our clients find virtual consultations particularly convenient for regular check-ins and updates, while preferring in-person meetings for more complex discussions or initial consultations.
We offer a complimentary initial consultation (up to 30 minutes) to understand your needs and determine how we can best assist you. During this meeting, we'll discuss your business situation, answer general questions about our services, and provide an overview of our approach. If your needs require a more in-depth assessment or specialized advice during this first meeting, we'll discuss any applicable fees beforehand. This transparent approach ensures you can make an informed decision about working with us.