You’re One Step Closer to Cleaner Books!
You’re on the calendar! Here’s what happens next:
I’m looking forward to chatting with you and learning more about your business. To make sure we get the most out of our time together, here is a quick roadmap of what to expect.
1. Check your inbox
You should receive a confirmation email within the next few minutes. It includes our scheduled time link and a calendar invitation—go ahead and accept that now so it’s locked in!
2. The Discovery Call (30 Minutes)
This is a low-pressure conversation where we’ll dive into your current workflow, your pain points, and your goals for the year. My goal is to see if my services are the perfect fit for your specific needs.
3. Review the "What's Next" Guide
If you want to get a head start, feel free to visit my What's Next Guide. Here, you can find helpful resources to invite me as you view only accountant. You don't have to invite me to your systems yet, but having your login handy for the call can be helpful if we need to take a quick peek at your current setup together.
If not, please have 3 months of bank and credit card statements for your business accounts.
4. Custom Proposal
After our call, if we’re a great match, I’ll send over a tailored estimate in 72 hours. Once that’s approved and the amounts and services are confirmed, we hit the ground running!
⭐A quick favor...
If you need to reschedule for any reason, please use the link in your confirmation email at least 24 hours in advance. This helps me keep my schedule open for other business owners who are ready to get their books in order!
Helpful Links
Have a question before we meet? Feel free to reach out at info@normansent.com I’m happy to help!
