Virtual Coffee
Duration: 30 minutes
Location: Online
Referral networking, introductions, and partner conversations.
Book time with Paul for general PLS conversations—new client questions, scope and service fit, proposals, partnerships, referrals, and “what’s the best next step?” meetings. This calendar is intentionally flexible, so you don’t need a preset agenda to schedule.
15 minutes: One quick question or a single decision.
30 minutes: A handful of related questions or a short review.
60 minutes: Deeper discussion—multi-topic planning, partnership meetings, proposal walk-throughs, or “let’s map the next step.”
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.
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.
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.
Duration: 30 minutes
Location: Online
Referral networking, introductions, and partner conversations.
Duration: 1 hour
Location: Fulfilled Coffee Lab
105 S Main St, Owasso, OK 74055
Google Maps
Duration: 1 hour
Location: Bru Coffee House
9700 N Garnett Rd, Owasso, OK 74055
Google Maps
