Discovery Call Checklist [Action Required]
Thanks for your interest in booking a 60-minute Discovery Call. To ensure we make the best use of our time, the steps below need to be completed 48 business hours before the scheduled call.
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Watch this Video First!
Before our Discovery Call here is what I need from you…
Goals for Our Call Together:
Your time is just as precious as mine. That is why I take these calls so seriously and want to ensure our time together is well spent and very productive. By the end of our 60-minute discovery call here are four items that we’ll have clearly covered.
- Discover the Top 5 Problems you are currently struggling with inside of your business.
- Your financial commitment to work with AO Financial.
- Biggest Goals you have for your business in the coming 2-3 years.
- Determine whether we are a good fit together to work together.
3 Steps to Complete Prior to Our Call
Your responses and documents must be completed at least 48 hours (2 working days) before your scheduled meeting. If we don’t receive these completed forms in time, we’ll have to cancel the appointment and reschedule for another time.
Step 1: Pre-Meeting Checklist
Complete this questionnaire 48 hours (2 working days) before our scheduled call.
Step 2: Document Request Form
Upload and complete the entire Document Request List
Step 3: Set a Reminder on Your Calendar
Set a calendar reminder. Please reach out if you have any questions or concern before our upcoming call!
Let Me Be Your Guide…
As a Certified Public Accountant (CPA) for almost two decades, I’ve worked with hundreds of small businesses and I understand how difficult it is to cover payroll, pay quarterly taxes on time, fund retirement, and have any cash left over for yourself and your family.
My job is to help you simplify your accounting and help remove the stress that stems from handling your business finances without a plan.
- Certified Public Accountant
- Certified Profit First Professional
- QuickBooks ProAdvisor
