Contact Me
We’d love to hear from you!
Please fill out the form below and tell us a little about your business.
After receiving your response, we’ll reach out to schedule a Microsoft Teams meeting to learn more about your goals and explore how we can help.
What to Expect After You Submit the Form
A simple, transparent process—from “Hi!” to fully onboarded in QuickBooks Online.
Need Help ASAP?
If it’s urgent, you don’t have to wait—email us at admin@fairandsquarebookkeeping.com.
Form Submitted
Provide basic information about your business so we can prepare for our call. We’ll go over your goals and deeper details during the consultation.
Confirmation & Booking Link
Within 2 business days, you’ll get a confirmation email with instructions to schedule your consultation.
Pre-Meeting Guide
We’ll send a short “What It’s Like to Work With Us” guide + FAQs so you know exactly what to expect.
Teams Consultation
Meet on Microsoft Teams to review your current setup, challenges, and goals. We’ll outline options.
Keeper Invite + QBO Access + Diagnostic Review
You’ll receive an invite to Keeper.app with a few additional questions and clear instructions to provide access to your QuickBooks Online account.
Once access is granted, we’ll complete a diagnostic review of your books. Choose one:
- Basic Overview – A short, high-level review of your current bookkeeping setup. Free.
- Full Diagnostic Review – A deeper dive into your books with detailed findings and recommendations. $350 (credited toward your first payment if you become a client).
Proposal & Engagement
Receive a tailored proposal and engagement letter via Anchor for e-signature.
Onboarding Email & Checklist
After signing, you’ll receive an onboarding email to get started. Your Keeper.app workspace will be updated with your onboarding checklist so you know exactly what comes next.