Let’s Talk about Your Business.
What We’ll Talk About During Our Call
The Intro Call is where we find out if we’re a good fit for each other.
Here’s what to expect:
We’ll talk about your business… what you do, how long you’ve been in business, what your bookkeeping looks like right now.
We’ll talk about what you’re hoping for from a bookkeeper, and what would make your life easier.
I’ll walk you through how I work, what’s included each month, and any add-ons your business might need, like payroll or sales tax.
There’s no high-pressure pitch and no obligation. If we’re not the right fit, I’ll tell you honestly. If we are, the next step is a written quote and clear path forward.
Before You Schedule
A few things to know:
Turner Ledgers is a virtual, nationwide firm. Everything happens through phone calls, emails, Zoom meetings, and your client portal. No in-person meetings required.
I work exclusively with clients on QuickBooks Online. If you’re using a different system, that’s okay we can talk about whether switching makes sense for you.
After you choose a time, there’s a short form so I can show up ready to talk about your business specifically. Answer it however feels comfortable… we’ll cover the rest on the call.
After You Schedule
You’ll receive a confirmation email with a Zoom link and the short intake form. That’s everything. No prep, no documents to gather, and nothing you need to have figured out beforehand.
Still deciding?
That’s okay. We can still chat. The call is 30 minutes, there’s nothing to prepare, and there’s no obligation.