Start With a Free Consultation

Schedule a free consultation at a time that works for you. When booking, you’ll answer a few brief questions about your business and bookkeeping needs so I have some background before we talk.

During our conversation, we’ll discuss your business, your current bookkeeping process, and what you need help with.

Step 1: Schedule Your Consultation
Choose an available time and answer a few brief questions about your business and bookkeeping needs.

Step 2: Free Consultation
We’ll meet by Google Meet to discuss your bookkeeping needs, answer your initial questions, and determine whether TrueLine may be a good fit.

Step 3: Determine Next Steps
If you have existing books, a $100 Diagnostic Review may be recommended before I provide final pricing. New QuickBooks setups generally won’t require a Diagnostic Review if there is no existing bookkeeping history to evaluate.

No obligation. The initial consultation is completely free.