SykesFinancial

Services

Introductory Call (Accountant Services)

20 minsFree

**Introductory Accounting Consultation Call**

This introductory call is a short, no-obligation conversation to learn about your accounting needs and see if we’re a good fit. During the call, we’ll discuss your business structure, current bookkeeping or accounting setup, and any challenges you’re facing—such as staying organized, managing cash flow, or preparing for tax season.

With experience supporting small businesses and self-employed professionals, my goal is to provide accurate, reliable accounting support so you can focus on growing your business with confidence.

This call is ideal if you:
• Own a small business or are self-employed
• Need ongoing accounting or bookkeeping support
• Want help cleaning up your books or getting organized
• Are looking for a dependable accountant you can trust

📞 Duration: 15–20 minutes
📍 Phone or Virtual
✅ Serving clients nationwide

This call is simply a chance to ask questions, gain clarity, and explore next steps—no pressure, just professional guidance.

Introductory Call (Tax Services)

20 minsFree

**Introductory Tax Consultation Call**

This introductory call is a brief, no-pressure conversation designed to understand your tax needs and determine how I can best support you. During our call, we’ll discuss your income type (W-2, self-employed, small business, or mixed), any concerns or questions you have, and what you’re looking for in a tax professional.

I bring hands-on experience as a Tax Expert with TurboTax and have been preparing taxes for individuals and small businesses since 2021. My goal is to help you stay compliant, maximize deductions where allowed, and feel confident about your tax situation.

This call is ideal if:
• You’re self-employed or own a small business
• You’re filing for the first time or switching tax professionals
• You want clarity before moving forward with tax preparation

📞 Duration: 15–20 minutes
📍 Virtual / Phone
✅ Serving clients in all 50 states