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LET'S TALK
Ready to finally know your numbers?
Book a free 30-minute consult and let's talk about where your business is, what's stressing you out, and how we can fix it. No pressure, no pitch — just clarity.
FREE 30-MIN CALL
NO COMMITMENT
GOOGLE MEET
WHAT TO EXPECT ON THE CALL
01
Tell me about your business
We start with you — what you do, how long you've been at it, and where things stand financially right now. No judgment, just listening.
02
We talk about what's not working
Whether it's messy books, no cash flow visibility, or tax season dread — we figure out exactly what's causing the most stress and why.
03
You leave with clarity
Even if we don't end up working together, you'll leave the call knowing exactly what your next step should be. That's a promise.
BOOK YOUR FREE CONSULT
Pick a time that
works for you.
Choose any available slot below. You'll get an instant confirmation email with the Google Meet link — no back-and-forth needed.
WHAT TO EXPECT ON THE CALL
Questions you
might
be wondering
about.
Totally normal to have questions before booking a call with someone new. Here are the ones I hear most often — and honest answers to all of them.
Still have a question?
Don't see your question here? Send me an email and I'll get back to you within one business day.
Is the consult really free?
Yes — completely. The free consult is a 30-minute conversation, no strings attached. I want to make sure we're a good fit before either of us commits to anything. If we are, great. If not, you'll still leave with useful clarity about your finances.
What should I bring to the call?
Nothing formal required. Just come ready to talk about your business — what you do, roughly how long you've been operating, and what's been stressing you out financially. If you have access to QuickBooks or your bank statements, even better, but not required.
I'm way behind on my books. Is it too late?
It is never too late. Catch-up bookkeeping is one of our most common starting points. We've seen it all — books that are months or even years behind. We get it organized, get you caught up, and build a system so it never gets that bad again.
Do I need QuickBooks already?
Nope. If you don't have it yet, we'll get you set up as part of the onboarding process. We handle the setup so everything is structured correctly from day one.
How quickly can we get started?
After the consult, if we decide to move forward, you will receive a quote based on the information given to us. If the quote is accepted we sign a contract and start the onboarding the following day. The onboarding will be tailored depending on the business structure, but most often consists of setting up software, systems in place and building dashboards etc.
Do you work with businesses outside of Texas?
Absolutely. Stream Bookkeeping is 100% virtual and we serve clients nationwide. As long as you have internet access and a Zoom or Google Meet link, we can work together regardless of where you're located.
What industries do you work with?
We work with a wide range of small businesses — service providers, consultants, creatives, e-commerce, real estate professionals and more. If you're a small business owner who needs financial clarity, there's a good chance we're a great fit.
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