Free Consultation & Discovery Call
Start your journey to organized finances with a no-pressure, no-obligation discovery call.
Service Description
Free | Duration: 30–45 minutes Phone, Zoom, or In-Person (based on location) Start your journey to organized finances with a no-pressure, no-obligation discovery call. During this free consultation, we’ll: Discuss your business and bookkeeping needs Review your current systems and challenges Explore which package or services are the right fit Answer any questions about pricing, processes, or expectations. Whether you're just getting started or ready to clean up your books, this call helps you gain clarity and ensures we're the right match.
Cancellation Policy
Free Consultation & Discovery Call Policy Cost: Free Duration: 30–45 minutes Format: Phone, Zoom, or In-Person (depending on location and availability) Purpose: The free consultation is designed to evaluate your business's bookkeeping needs and determine whether Budget Balancers Bookkeeping is a good fit for your financial goals and workflow. What’s Included: Overview of your current bookkeeping processes Discussion of goals, pain points, and expectations Preliminary service recommendations and package alignment Q&A about services, pricing, and workflow Terms: This consultation is complimentary and comes with no obligation to purchase services. Clients are encouraged to be prepared with basic information about their current bookkeeping systems, transaction volume, and any specific issues or goals. Consultations are limited to one free session per business. Additional strategy sessions may be available and billed accordingly. In-person meetings are limited to clients within a reasonable travel radius from [your location], and are subject to scheduling availability. Cancellations & Rescheduling: If you need to cancel or reschedule, please provide at least 24 hours' notice. Missed consultations without notice may forfeit eligibility for a second free session.
Contact Details
260-207-4459
katrina@budgetbalancers.com
residential 213 Riverside Dr, Huntington, IN 46750, USA