Book a consultation
Start with a conversation about your business.
Use the consultation to explain what is happening, what you need help with, and what you want your financial support to look like.
Before we meet
Think about the biggest financial question you want answered, what is currently frustrating you, and what outcome would make the conversation valuable.
Consultation options
We are here to help with whatever you need.
Accounting & bookkeepingBooks, cleanup, monthly accounting, reporting, and ongoing support.
Tax planning & preparationTax filing, estimated taxes, year-round planning, and tax questions.
Forensic accountingFinancial investigations, fraud risk, asset tracing, and complex analysis.
Not sureExplain the situation when you book.
Choose your time
Book your consultation with Shieke.
Select a convenient time below. You’ll receive a confirmation from Calendly with the meeting details.
Having trouble with the calendar? Open Calendly in a new tab.
What happens next
A simple process with a clear next step.
1
Book
Choose a time and tell us a little about your business.
2
Discuss
We focus on your current situation, concerns, and priorities.
3
Recommend
If there is a fit, we explain the service and scope we recommend.
4
Decide
You leave knowing what the next step would be.