Discovery
A specific agenda designed to learn about your business, finances, and challenges to determine if we're a good fit as your bookkeeper.
Meet With Layne
Book time with Layne for general meetings—QuickBooks questions, cleanup check-ins, workflow conversations, “does this look right?” moments, and everything in between. This calendar is intentionally flexible, so you don’t need a preset agenda to schedule.
To schedule time with her, choose your date, duration, and start time and fill out the small form.
If you're looking for our Discovery or Onboarding calendars, you'll find links to them below.
Meeting FAQs
How much time should I book?
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15 minutes: one quick question or a single decision.
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30 minutes: a handful of related questions or a short review.
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60 minutes: deeper troubleshooting, cleanup strategy, or multiple topics.
Do I need an agenda or anything prepared ahead of time?
Nope. This calendar is designed for flexible meetings where the topic may vary. If you want to give Layne a head start, add a one-sentence note in the scheduling form (e.g., “bank feed duplicates” or “P&L looks off”), but it’s optional.
What if I need a quick follow-up or additional time?
If we run out of time, you can book another slot (or a longer duration) for a follow-up. For anything time-sensitive, add a short note in the booking form so we can prioritize the most important item first.
Prefer to meet in person?
No problem. For our local clients, we're happy to meet with you in your office. Schedule your meeting above, mention in the "Got anything important to add?" field that you'd like to meet in-person and include the address.
Specialty Meetings
Discovery and Onboarding are structured meetings with preset agendas. For everything else, book time with Layne using the calendar above.
Onboarding
An onboarding call is for new or returning clients kicking off service with us. We'll go through a list of necessary items for us to be able to service your account effectively.
