In our 30-minute consultation, I’ll learn about your business, current accounting situation, and goals. I’ll assess your needs, recommend the best approach for your specific situation, provide a clear timeline and pricing, and answer all your questions about working together. No obligation—just expert guidance about what’s best for your business.

I typically respond to emails and phone calls within 24 hours, often same-day. When you work with me, you get direct access to me personally—no call centers or junior staff to navigate through.

Absolutely! I conduct consultations and ongoing meetings via video call, phone, or in-person (for local clients). All document sharing and collaboration happens through secure, cloud-based systems that make remote work seamless and efficient.

Yes! While I’m based in Arizona, I work with clients across the United States. Most of my services can be handled virtually through secure cloud-based systems, video calls, and digital document sharing.

I offer transparent, fixed monthly pricing based on your business needs and transaction volume. My packages start at $350/month for basic bookkeeping and go up to $1,500/month for comprehensive CFO services. I’ll provide clear pricing during our consultation—no surprises or hidden fees.

Just come ready to talk about your business! It’s helpful if you can share your business type, current monthly transaction volume, any existing accounting software you use, and your main challenges or goals. But don’t worry if you don’t have all the details—we’ll figure it out together.