Thank you for scheduling your free consultation.

To help prepare you for the meeting, we have created this next steps page. Please be sure to read through these steps as they will help you be prepared and make the most of our time.

Next Steps…


  1. Invite us to your current accounting system so we can conduct an initial assessment.
    1. Xero: Invite a user
    2. QBO: Invite a user 
  2. Our meeting will be a Zoom meeting. While you can click the link provided to the meeting and join from a browser, Zoom meetings work much better when you download the desktop app. Click HERE to learn more. 
  3. Have an idea of what your estimated annual revenue is. 
  4. Be prepared to explain your business banking, including all checking, savings, credit cards, and merchant processors like PayPal, Stripe, Square, etc. 
  5. Please look at our Services page on our website to get an idea of what services you would like to discuss. 

We look forward to meeting with you soon to learn more about your business and discuss how we can help you. Thank you for your consideration in working with Bean Counter 4 Hire.


If you have any questions prior to our meeting please email us at

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