Just bring yourself and the knowledge you have about your business. Since every business is unique, we’ll be asking you a lot of questions to gain a more thorough understanding of your business and goals.

Just the time out of your day. Think of this call as your chance to interview us and us to interview you. Together, we’ll try to determine if we are mutually a good fit.

If you cannot find any available times that fit your schedule let us know! Email us at Money@DiscoverFactor.com and we’ll see what we can do.

Since no two businesses are alike we don’t force all our clients into a one-fits all price model. During our call we will collaborate together to craft the exact service offerings to fit your business.

We are exceptionally skilled at serving clients who use cloud based accounting software, our favorites are QBO and XERO. If you aren’t utilizing a program yet and need help deciding what program is the best fit for your business we’ll be happy to discuss the options and make a recommendation.

Most likely yes! If you have not done any planning and you have a successful business with at least $25K-$40K in net profit then we can probably help you save money. Every business is different, just like a doctor would not prescribe a medication based off of one symptom, your tax strategy is a much more detailed conversation that we will explore with you.