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Discovery Call


Available Online

Start the journey toward better financial organization for your business.

30 min
50 US dollars
Phone Call

Service Description

Schedule a Discovery Call with Kelly and gain insight into how she can support your business. During the call, we'll discuss your needs, provide outside referrals, answer any questions, and decide if we are a good fit to work together. It's an opportunity for us to get to know your business and for you to understand the value we can bring.


Cancellation Policy

Notary appointments are billed after service is completed. Cancellation and Re-scheduling of appointments is accepted. Please call or email to coordinate a new date and time.


Contact Details

7571 N Remington Ave ste. 105, Fresno, CA, USA


Not a licensed Certified Public Accountant (CPA). In process of obtaining Certified Bookkeeper designation through American Institute of Professional Bookkeepers. Nothing on these website pages is tax or legal advice. Consult your CPA or Attorney for assistance regarding your taxes or legal matters.

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