You're booked · Call confirmed

See you on the call. Three things to know before we meet.

We'll meet on Google Meet, right in your browser. Nothing to download. Your link comes by text and email about an hour before, and again five minutes before we start. Watch the short video below and you'll know exactly what to expect. Need to move it? Call us at (210) 610-2727.

You're booked · Touch base confirmed

You're on my calendar. Talk soon.

We'll meet on Google Meet. Your link is in the calendar invite, and it comes again in your text and email reminders. Bring whatever's on your mind: your books, your plan, a question, or just a catch-up. Need to move it? Call us at (210) 610-2727.

Be at a computer, somewhere quiet

Home or the office both work. What matters is a quiet space where you can talk freely about your money. A phone in the car is the hardest way to do this. If you can't get to a computer, give us a call and we'll find you a better time.

Bring nothing

No tax return. No forms. No homework. Just yourself. This call is us asking questions and getting to know your situation, so we can both see if we're the right fit. You talk, we listen, and we ask the right questions.

Running late? Tell us before, not after

We hold your spot for five minutes, then we move on to the next appointment. So let us know ahead of time. Call, text, or email, whichever is easiest. Our number is (210) 610-2727.

What happens after the call

We point you in the right direction. For most people that's a tax analysis or a bookkeeping review.

You'll get an email with what we recommend, what the work looks like, and what it costs. If you're just here for bookkeeping, we'll send you exactly what to expect. No surprises. No follow-up calls trying to talk you into anything. Read it on your time, and reply when you're ready. If we're not your fit, the email will say that too, and point you to the right move.