Virtual Coffee
Duration: 30 minutes
Location: Online
Referral networking, introductions, and partner conversations.
Meet With Paul
Book time with Paul—virtual coffees, new client questions, scope and service fit, proposals, partnerships, referrals, and “what’s the best next step?” meetings.
General Meeting
Duration: 15- 60 minutes
Location: Online
Book a meeting with Paul to discuss a topic of your choice.
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 discussion—multi-topic planning, partnership meetings, proposal walk-throughs, or “let’s map the next step.”
Do I need an agenda or anything prepared ahead of time?
Nope. If you want to give Paul a head start, add one sentence in the form (example: “pricing + scope for monthly bookkeeping” or “partner intro + referral process”), but it’s optional.
Is this the right link if I'm a new potential client?
If you’re not sure what you need yet, this page works. If you want the structured, start-to-finish version, book a Discovery call at https://www.plsbalancemybooks.com/discovery.
Prefer to meet in person?
No problem. You can book an in-person coffee meetup below, or book a meeting on the main calendar and add your office address in the notes if you’d rather meet on-site.
Other ways to meet
Prefer coffee (virtual or in-person)? Choose an option below.
1:1 In-Person
Duration: 1 hour
Location: Fulfilled Coffee Lab
105 S Main St, Owasso, OK 74055
Google Maps
1:1 In-Person
Duration: 1 hour
Location: Bru Coffee House
9700 N Garnett Rd, Owasso, OK 74055
Google Maps
