Schedule a Consultation
Let’s talk through what is happening and determine the right next step.
Schedule a consultation for ongoing bookkeeping and accounting, cleanup and catch-up work, payroll, sales tax, nonprofit support, or another specialized accounting need.
We’ll discuss your current records and systems, what is not working, what support you are looking for, and whether Dunham Bookkeeping Services is the right fit.
Looking for tax return preparation?
Complete the tax quote request form instead. It collects the filing details I need to review your individual, business, or nonprofit tax needs.
A consultation is the right starting point when…
You need ongoing bookkeeping or accounting support
Your books are behind, inaccurate, or difficult to understand
You need payroll, sales tax, nonprofit, or specialized accounting help
You are changing accounting systems or trying to improve a broken process
You are not sure what kind of service or project is actually needed
You want to discuss scope, timing, and whether DBS is a good fit before moving forward
A consultation is not intended for detailed tax advice, extensive troubleshooting, software training, or completing accounting work during the call. If the situation requires deeper review, I’ll explain the appropriate next step.
What we’ll cover during the consultation
We’ll talk through:
Your business or nonprofit and how the accounting is currently handled
The problem you are trying to solve or the support you need
The accounting software, bank accounts, payroll systems, and payment platforms involved
How far behind the records may be and whether any deadlines are approaching
Whether you need an ongoing service, a one-time project, or a diagnostic review
The information I’ll need before I can confirm the scope and pricing
You do not need to organize every record before the consultation. A general understanding of your accounts, systems, timeline, and biggest concerns is enough to get started. Sensitive documents should be submitted through a secure upload link rather than regular email.
What happens after the consultation
After the call, I’ll let you know the most appropriate next step. Depending on the situation, that may include:
A written proposal for ongoing bookkeeping, accounting, payroll, or specialized support
A request for specific reports, statements, or system access
A paid diagnostic review before cleanup can be accurately quoted
A separate cleanup or catch-up proposal
A referral to another professional when the work falls outside my scope
You’ll receive a clear explanation of what is recommended, what is included, what information is still needed, and the pricing before any work begins.
Scheduling a consultation does not create an engagement. Work begins only after the scope and pricing have been approved and the required engagement agreement has been signed.
Ready to talk through your situation?
Schedule a consultation to discuss bookkeeping, accounting, cleanup, payroll, sales tax, nonprofit support, or another specialized accounting need.
Looking for tax return preparation? Submit a tax quote request instead.