Your discovery call

Confirm the scope and ask anything still on your mind.

Choose a convenient time. We will review your answers, confirm any catch up work, and answer further questions about the process or your books.

Prefer to speak first? Call 281-223-1365. Otherwise, Finsol will follow up by the next business day.

What happens next.

We review your answers

An advisor checks the estimate and any catch up or custom scope.

We meet on Zoom

The discovery call confirms the plan and answers your questions.

We begin without upfront payment

Finsol completes setup and the first month, then requests payment details.

Accounts reconciled and books completed

Detailed income statement analysis

Issues affecting profit flagged

30 minute monthly review

Relevant business tax strategy discussion

Setup and the first month happen before payment details are requested. The completed month is billed normally.