Book a Meeting
If you don't see a date and time that works for you, contact Shelly!
Getting to Know You Meeting
Take a moment to book a free, no-obligation meeting to discuss what you've been looking for in a CPA to help you accomplish your goals.
Planning & Strategy Meeting
We're already in works to accomplishing your goals, but you need to chat about something specific.
End of Year Wrap Meeting
You're a current client and want to wrap up the year and plan for the future.
