What happens next depends on what you sent. Both start the same way.
Twenty minutes. We ask what the business does, how it gets paid, and what you currently can and cannot see in the numbers. If you only had a question, this is usually where it gets answered and we stop there.
If you want a price, we go through the file itself with your permission — what reconciles, what does not, and how the chart of accounts is built. This is where the real scope becomes clear.
What we take on, what stays with you, what arrives each month, and what it costs. Cleanup of historical records, if it is needed, is quoted separately as one-time work.
If we are not the right fit, we will say so and point you somewhere better. That happens, and it is a better outcome than the alternative.
Access to your accounting file, the last three months of bank and card statements, and a sense of how far behind things are. None of it is required for the first call.
Need to reach us sooner, or forgot something? Email scott@averanadvisors.com.