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​​What to expect from our free consultation:

To prepare, we will review your company website and LinkedIn. During the meeting, we will ask questions to learn about you and your startup, as well as the needs you have related to Part-Time CFO, Bookkeeping, Payroll, and Tax.

  1. If you are looking to raise funds within the next 12 months, we ask that you fill out this Fundraising Readiness Assessment.

  2. If you have a pitch deck, financials, or any other material you’d like us to review before our meeting, you can upload it here.​

  3. If you’d like us to sign a Non-Disclosure Agreement before meeting or sending any materials, please email me at and I’ll send you this standard NDA via DocuSign.