What To Expect
Book a Free Discovery Call
Let’s chat! This no-obligation call is a chance for us to get to know each other, learn about your business, and see if we’re the right fit.
Business Evaluation Meeting (Optional)
Next, we’ll schedule a complimentary 60-minute Business Evaluation Meeting (BEM). We’ll dive deeper into your business needs, goals, and aspirations, so we can develop a plan that’s tailored to your unique situation.
Your Personalized Proposal
After our meeting, you’ll receive a detailed proposal outlining the services we recommend to help you achieve your financial goals and unlock your business’s full potential.
Get To Know Tracy
Our Director of Business Development, Tracy Holmquest, is here for one reason: to help your business grow with clarity and confidence. Having joined Accounting Plus in 2007 and spent 15 years running her own successful business, she intimately understands the challenges entrepreneurs face daily. Tracy works closely with business owners to understand where you are today, where you want to go, and what’s standing in your way.
During your discovery call, Tracy will listen to your unique situation, identify growth opportunities, and connect you with our specialized experts. Schedule your complimentary consultation today and take the first step toward achieving your business goals with a partner who truly understands your journey.