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Schedule a Private Consultation

Let’s discuss your bookkeeping, financial reporting, payroll, or consulting needs and determine how Authentic Finances LLC can support your business.

Every conversation is handled with discretion and care.

What to Expect

01

Needs Assessment

A focused discussion of your business and financial needs.

02
Process Review

A review of current bookkeeping or reporting processes.

03
Optimization

Identification of opportunities for financial improvement.

04
Action Plan

Clear next steps and strategic recommendations for growth.

05
Execution

Execute all actionable items.

06
Welcome to Clean Books

Sit back and enjoy as we take care of the books for years to come.

Please complete the form below to begin. Each inquiry is reviewed with care to ensure alignment and provide the highest level of service.

Consultation Inquiry

How long have you been in business?
Less than 1 year
1–3 years
3–5 years
5+ years
Approximate monthly revenue range
Under $10,000
$10,000 – $50,000
$50,000 – $100,000
$100,000+

Services Needed

Which services are you interested in?
What best describes your current bookkeeping status?
Up to date and organized
Slightly behind
Significantly behind
Not currently set up
What accounting software are you currently using?
QuickBooks Online
Other
Not currently using software
Preferred timeline to begin services
Immediately
Within 30 days
1–3 months
Just exploring options

We work with a limited number of clients to ensure a high standard of service.
You will be contacted within 1–2 business days to schedule your consultation.
All information is handled with discretion and professionalism.

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