What happens during a consultation with me?

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When we have a consultation, it’s all about understanding your unique needs. I’ll take the time to discuss your accounting goals, review your financial situation, and explain the services I offer, along with pricing. We’ll connect over Zoom or the phone—whatever works best for you. For tax consultations, I’ll send you a questionnaire by email to ensure I can provide an accurate rate quote. The more details you share, the better I can determine how I can support you and if we’re the right fit!

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What happens during a consultation with me?