Service Description

This discovery session is for bookkeepers and tax professionals. We also help accounting staff improve their skills at their current workplace. We will assess your situation and determine how we can help you. We also offer an ongoing monthly Program and an intensive Academy Program where we can cover the following topics, such as the foundation of building a virtual firm, setting up your virtual office, accounting and tax software (including bookkeeping training), advertising, marketing, and sales), practice management, onboarding clients, and much more. Lily Tran will share her secrets of starting with zero income to running a successful business AND generating a profitable business while juggling work and family life. Gain insights on how to generate $100k in just four months, take a vacation during tax season, and receive over a hundred referrals each year.  Please note there is a non-refundable fee to schedule a phone consultation.

Cancellation Policy

We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm. All payments for services are non-refundable. No refunds or credits for partial services will be refunded to a client upon cancellation.

Contact Details