Free Discovery Call · 20 Minutes
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.
Licensed CPAs
30+ Years in Practice
Members AICPA & ASCPA
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.
What we do
Whatever you need, start here.
This call is the starting point for everything we do. Whether you need a return filed, monthly books you can trust, a tax election reviewed, or a full advisory relationship — individuals, families, and businesses all begin with the same conversation.
Tax Preparation
Business and personal returns, from a single 1040 to multi-entity filings — coordinated and prepared under a partner's eye.
Bookkeeping & Monthly Accounting
Financials closed by the 10th of every month — clean books you can actually run the business on.
Tax Advisory & Planning
“What should I do next,” not just “what happened” — year-round planning, including entity tax elections, timed before decisions instead of after them.
Fractional CFO
Margin, pricing, and cash — senior financial judgment without the full-time salary.
How it works
Twenty minutes, mapped out.
Talking to a new CPA shouldn't feel like a cold call. Here's exactly how the conversation runs.
Before we dial
Share a few details when you book — what you do, how you're set up, what's on your mind — and the partner reads them first, so the call starts at your actual question instead of at zero.
Minutes 0–10: your situation, plainly
What you do, how you're structured, and what's been frustrating you — income picture, entities, or a current CPA who's gone quiet.
Minutes 10–20: an honest read
Whether our expertise genuinely fits, what we'd look at first, and what working together would realistically cost. If we're not the right firm, we say so on the call.
After: a real next step
If we're a fit, the next step is the Partner Review — a partner personally reviews your returns, structure, and margins and presents a written plan. Either way, you leave with something concrete to act on.
"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.
Next step
Whenever you're ready.
Twenty minutes, a partner on the line, and at least one concrete number you can act on.
Choose a time aboveOr call (928) 224-8389