Payroll & Bookkeeping Setup Session

A structured discussion on your payroll and bookkeeping needs, We’ll review your business accounting structure, payroll requirements, bookkeeping workflow, and provide a clear plan for ongoing services, including estimated costs.

You’ll leave knowing exactly what services are recommended and how we can support your business.

Please have any relevant financial records, payroll reports, or bookkeeping information available for the meeting.
Upload through our secure client portal as a guest if you’re new, or directly if you have an existing account.

Before the meeting, please upload your documents through our secure client portal.

New clients can upload documents as a guest without creating an account. Returning clients should upload documents directly to their existing portal account.

We’ll review your information during the video call and provide recommendations and cost estimates.
You choose whether to move forward — there’s no obligation.

If you need to reschedule or cancel, please do so at least 24 hours before your scheduled session.

This allows us to accommodate other clients and ensures your meeting time is protected.

For your protection, this session is held via a private video meeting. Sensitive information should not be shared through the Client Portal (as a guest if you're new client)