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^^^ Please confirm the appropriate timezone at the drop-down here above before scheduling an appointment. This is helps ensure we connect at the correct time. ^^^
Quick Reference - Time Zone Selection:
Eastern Time (ET) - US/Eastern
Central Time (CT) - US/Central
Mountain Time (MT) - US/Mountain
Pacific Time (PT) - US/Pacific
Description
This 30-minute Bookkeeping Meeting is designed to review your current financial records, reconciliations, and reporting needs. During our session, we may address transaction categorization, account reconciliations, cleanup items, financial statement review, workflow questions, or software-related matters (e.g., QuickBooks Online).
This meeting is intended to ensure your books remain accurate, organized, and aligned with tax and reporting requirements.
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.