Book an Intro Call
Clarity for Your Books. Confidence for Your Business.
Service Description
An Intro Call is a calm, structured, 30‑minute conversation where I learn about your business, review your current bookkeeping setup, and identify any bottlenecks or challenges. It also gives you a chance to get to know me, ask questions, and see whether my approach feels like the right fit.
Cancellation Policy
Discovery Calls are submitted as booking requests and must be approved before they’re confirmed. Clients may request a Discovery Call up to 3 hours before the appointment time, allowing adequate time for review and approval. If you need to cancel or reschedule, you may do so any time before the appointment with no penalty. This policy keeps the process flexible for you while ensuring a smooth, reliable experience for every client.
Contact Details
8209 Market Street, Wilmington, NC, USA
(303) 229-5883
rick@carolinacoastalbookkeeping.com