The Get There From Here Method™
Start Here:
Complimentary 30-Minute Consultation
We begin with a brief conversation about:
your business
your accounting needs
what you are looking for in an accountant
where you want to go.
This consultation allows us to understand what is happening and determine whether Fraser Financials is the right professional fit.
Don't worry, before we discuss confidential financial or business information, we will complete a mutual nondisclosure agreement.
Core question:
What brought you here?
What to Expect
your business
Tell us about your business, what you have built, and where you want it to go.
We will discuss your current priorities, upcoming decisions, and what you need from your financial records and accounting systems.
your accounting needs
We will talk through what is currently happening with your accounting.
This may include inaccurate or incomplete records, accounting that has fallen behind, systems that no longer support the business, preparation for financing, or the need for reliable ongoing accounting. We may do screen shares of your accounting setup.
The consultation is an introductory professional conversation. It does not include a detailed review or analysis of your QuickBooks Online file.
your next clear step
Based on what you share, we will discuss the most appropriate next step.
If we are a good fit, the next step in
The Get There From Here Method™
is a Diagnostic Review.
If Fraser Financials is not the right fit, we will be honest about that too.
What We Need to Get Started
about your business
You will complete a brief consultation form before the meeting.
This gives us important information about your business, your accounting needs, and the reason you are seeking professional services.
A separate consultation and consultation form are required for each business.
choose a meeting time
Select an available appointment from the calendar below.
Consultations are held virtually, allowing us to meet privately and conveniently wherever your business is located.
Please choose a time when you can participate without interruptions and speak openly about the business.
come prepared for an honest consultation
You do not need to have everything organized before we meet.
Bring your questions, priorities, concerns, and a clear sense of what you would like your business to accomplish.
The purpose of the consultation is to understand where you are—not to expect you to have already figured out how to get where you are going.
Discover the power of numbers you can trust
