We look forward to getting to know you better
Book a free 15 minute discovery call with Julia
Book 15 Minutes with JuliaNo need to prep. Julia runs our operations, and she’ll ask you a few questions about your business to help figure out if we’re a good fit — whether that’s working with Justin as your CFO, getting your bookkeeping sorted out, or something else entirely.
Julia
Director of Operations
She talks to every business owner first, and points you toward whatever’s the right next step.
This is for business owners who have been DIYing their financials and are ready to hand them off for a little peace of mind. Julia will figure out what that looks like for you.
Is this really free?
Yes! Our goal is to find out how we can help you reach your business goals.
What if my business is too small for a CFO?
That’s ok, we still want to chat and see what we could do to support you.
Do I need to bring anything or prepare?
No prep needed, but you do need access to Zoom.
Is this a sales call?
No. This call is just about getting to know you.
What happens after the call with Julia?
Julia will get you connected with the right people to get the job done, whether that’s bookkeeping, CFO work, or any of our other services.
Grab a time that works for you.
Book 15 Minutes with Julia