Account Mobility

Please select the appointment type to make a booking.

Discovery Zoom/Call

Book this meeting so we can learn about your business & its needs so we can figure out how to help you.

Duration: 30 minutes

Onboarding Session

Book this meeting so we can review our teach stack with your, make sure your web browser is setup for success & get share access with your banking credentials

Duration: 1 hour

QBO Setup/Training

Book this appt time once you have completed your Onboarding Session & you have scheduled QBO Setup or Training as part of your Proposal

Duration: 1 hour and 30 minutes

Non-Client Meeting

1-2-1 Non-Client Meeting

Duration: 45 minutes

Customer Satisfaction Call

Check in with cleint to see how their service is going, assist with any issues & see what other services they may need as their business grows.

Duration: 15 minutes