Before we hop on a call, let us know a little more about you! This will help us prepare for the meeting and have the most productive conversation possible.
01
Create a login on our portal.
Visit our portal, create a login, and let us know which services you are interested in. If you become a client, this is an excellent place to send us messages or share confidential documents.
02
Fill out the pre-call questionnaire.
This questionnaire gives us insight into your current bookkeeping situation or tax needs. This allows us to prepare and have a more productive conversation on our call. We value our time and yours!
03
Schedule your free discovery call.
After you complete your pre-call questionnaire, you will be emailed a link to Ashly's Calendly where you can book your discovery call when it works for you! Please let us know if you did not receive this email.
