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Free Discovery Call · 20 Minutes

Book a Call with a Partner. Not a Sales Team.

Twenty minutes with a partner — the same person who would actually do your work. Free, no obligation, and you’ll leave with real, actionable insight — not a follow-up sequence.

Don't hesitate to call us at (928) 224-8389 — you may need to leave a message, and we'll call you back as soon as we can.

What to expect

Three things this call is.

A fit check, both ways

We keep our client roster deliberately small, so this call is as much about whether we're right for you as the reverse.

A real conversation about your numbers

Bring your situation, your questions, or your current CPA frustrations — a partner will meet you where you are.

Something to act on

You’ll leave with at least one concrete, actionable insight about your situation — not a generic checklist and not a wait for a follow-up email.

On the agenda

Questions we'll answer.

Whether our expertise actually fits your practice, portfolio, or situation
What working with us looks like month to month
What working with us would realistically cost
What we'd look at first if you hired us tomorrow

"If we're not the right firm for you, we'll say so on the call — and point you toward whoever is. A small roster only works if it's the right roster."

Common questions

Before you call.

Yes — no charge, no obligation, and no follow-up pressure. It exists so both sides can decide with real information.

A partner — Sarah Lauzon-Jones or Robert Lauzon. We don’t have an intake team; the person on the call is the person who’d handle your work.

Nothing is required. If you want to make the most of it, know your rough income picture, any entities you own, and what’s frustrating you about your current setup.