Sage Trio Bookkeeping

Before Booking Your Appointment

  1. Free Consultation (Initial Discovery Call): Be prepared to discuss your business, current bookkeeping needs, and any specific challenges you’re facing.
  2. Bookkeeping Assessment: Ensure access to your financial records (bank statements, previous reports, etc.) for a more thorough review.
  3. CFO Financial Strategy Session: Have any recent budgets, forecasts, or financial reports available for reference during the meeting.
  4. Monthly/Quarterly Review Meeting: Gather your most recent financial statements or reports for discussion.
  5. Tax Preparation Support Session: Bring all relevant financial documents needed for tax preparation, such as income statements, expense reports, or payroll details.
  6. Catch-Up or Clean-Up Bookkeeping Session: Have access to previous bookkeeping records, software logins (if applicable), and any outstanding financial documents.

If you have any questions before booking, feel free to contact us. We look forward to working with you!

Appointment

Free Consultation (Initial Discovery Call) with Justin Hall

30 minutes

A no-cost, introductory call to discuss your bookkeeping needs, learn about your business, and explore how Sage Trio can support your financial goals.