Discovery call confirmed
You’re booked.
Here’s what happens next
You’ll receive a calendar invite with a video call link shortly. before the call, take 2 minutes to note down your current client volume, the platforms you use, and the service you need most help with. that’s all the preparation needed. While you wait, browse our services, see how we work for CPA firms, or read more about us.
Before the call
Note down three things
Client volume, software platforms (QBO / Xero / Drake etc.), and the main capacity problem you need solved. 2 minutes of prep makes the call 10× more useful.
On the call
30 minutes. no pitch.
We’ll assess your situation honestly and tell you whether we’re the right fit — including if we’re not. if we are, we’ll agree next steps before we hang up.
After the call
Summary within the day
You’ll receive a written summary of what we discussed and the recommended engagement model for your firm — nothing to remember, no ambiguity about what was agreed.
Questions before then?
accounting@nimblechapps.financeWant to know more before the call?
Browse our services, explore how we work with CPA firms, or read what clients say — all before we meet.
Book a discovery callOr email us directly at accounting@nimblechapps.finance — no forms, no bots.
