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How to Make the Most of Your Upcoming Consultation

First, thank you so much for scheduling a consultation. We’re excited to see how our firm may be of use to you and your business!

Here are some steps you can take to help make the most of your consultation:

Review our list of services.

We offer standard bookkeeping and accounting, but our primary offer is Virtual CFO services. We encourage you to take a look at what each package type includes so you can discuss specific services and projects during your call.

Gather your financial information.

If possible, begin collecting your recent financial statements, tax returns, payroll records, and any other financial information that may be helpful in determining your next best steps. You may want to review these records yourself prior to our call so any pressing issues and questions are top-of-mind.

Be prepared to grant our firm Accountant Access to your books.

Although this is not required before your consultation, it is incredibly helpful in getting specific recommendations. If you decide you’d like a proposal to partner with our firm, we must have this access in order to generate a custom list of services and projects. Granting us this access is not a commitment to working together, but provides us valuable context in understanding the position and scope of your books.

Here is a brief video showing you how to grant Accountant Access in QuickBooks Online.

Reschedule your call if necessary.

You should have received a notification confirming your consultation via email. That email includes a link to cancel or reschedule your call. Please use those links if you need to make any changes to your call time.

Reach out with any questions.

If you need support prior to your consultation, please reach out to Anne at anne@napacct.com.

Otherwise, we look forward to chatting with you!

What our clients are saying…

“

Anne has been a trusted resource of mine for several years now. I became a client of Anne Napolitano Consulting back in early 2020 when she showed me how much value she provides to business owners.

I have been proud to call Anne a trusted resource to my clients and network because I KNOW how good she is at being an accountant. I have full confidence in Anne and her team.

It is my absolute pleasure to write this recommendation and testimonial.

Adam Holtzer
“

Five stars isn't enough. Anne and her team are top of the heap as far as knowledge, professionalism, availability, responsiveness, and accountability [pun intended].

I could not have grown my business to 3 locations in 4 years so efficiently without them on my side.

Even at the very beginning of the pandemic, when it was a small business nightmare, and everyone was scrabbling, Anne promptly and easily navigated, and secured, the SBA EIDL program.

If you want to be a mom & pop operation and do your own bookkeeping, that's fine, but if you want to expand your business, or just have it run seamlessly, AND have time, let ANC handle the numbers. Let her count the pennies, and the dollars will count themselves.

Victor McNulty
“

Client focused. Forward thinking. Knowledgeable.
Anne Napolitano Consulting takes the time to understand my business, listen to my needs, and provide solutions that streamline my operations and improve my business.
They don’t just provide a service. They partner with me to take my business to the next level.

Eleanora Farrante