Request a Call With a Staff Member

On this page, new clients can request a call with one of our experts. Existing clients can also request for support meetings on this page. For generic questions, you can always reach out by chat or visit the contact page.

If you are unable to attend the meeting, please cancel it or e-mail and reschedule your meeting.


What To Expect From the Meeting

The call or meeting is to understand your business and to get an idea of the workload. Some of the common questions you may encounter during this initial call includes:

  • What type of business you are operating,
  • Your ideal method of accounting, whether cash or accrual,
  • Number of active bank and credit card accounts,
  • Number of merchant and payment processing accounts,
  • Type of point-of-sale systems,
  • Number of employees, and
  • How revenue is generated and expenses recognized.

Alex Oware, CPA

Alex Oware is a Certified Public Accountant (CPA) licensed in both Colorado and Massach...

Casey Cheney, President

Casey is an accomplished and seasoned professional, currently serving as the President ...

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