• Welcome to Your Client Membership Hub

    We’re excited to welcome you to your exclusive Client Membership Page – created especially for our Operational and Strategic Bookkeeping clients.

    This secure space is designed to help you stay informed, organized, and in control of your business finances with ease.

  • Schedule Your Consultation Today

    Choose a convenient date and time for your appointment

    QUICK QUESTION CALL

    QUICK QUESTION CALL

    Virtual
    Quick Question Call 20 minutes @ $20,000.00 Ever have a "quick question" that you don't want to Google, or one that requires an answer tailored to your specific situation? Then this paid consultation call is for you! You can ask anything related to tax, accounting, or QuickBooks software. After payment is made, we will confirm a date and time for our call. The price is based on a $68,000 hourly rate. If the call exceeds the allotted 20 minutes, you may be billed for the additional time.
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    Event time zone:America/Bogota GMT-05:00
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    Zoho Product Consultation

    Zoho Product Consultation

    Virtual
    What to Expect During Your Zoho Consultation During your free 30-minute session, we’ll cover: ✅ Business Needs Assessment We’ll take time to understand your current operations, challenges, and goals to determine which Zoho applications best suit your business. ✅ Product Walkthrough Get a guided overview of Zoho products like Zoho Books, Inventory, Billing, Payroll, Subscriptions, and Finance Plus — based on your needs. ✅ Customization & Integration Insights Learn how Zoho can be tailored to your workflows and how it integrates with your existing systems. ✅ Pricing & Plan Recommendations We’ll help you choose the right Zoho plan, whether you’re starting small or scaling fast. ✅ Next Steps & Support Get clarity on implementation, onboarding, and how our team can support you beyond setup.
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    Event time zone:America/Bogota GMT-05:00
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    Financial Review Session with Anna-Kay Wilson

    Financial Review Session with Anna-Kay Wilson

    Virtual
    This session provides a clear overview of your business’s financial performance for the month/quarter. We will walk through your income, expenses, profit margins, and key trends, identify any red flags, and answer your questions. It’s your dedicated time to gain clarity and stay on track with your financial goals. We will also share any breakdown in the bookkeeping process.
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    Event time zone:America/Bogota GMT-05:00
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    ONE HOUR ADVISORY CALL

    ONE HOUR ADVISORY CALL

    Virtual
    This paid consultation call is for a longer call for more than one quick question, in depth discussions or reviewing accounting tasks. One Hour Call with Anna-Kay Wilson 1 hour @ $68,000.00 You can ask anything tax, accounting or QuickBooks software related. We recommend that you send us your questions at least 1 hour before the session so that we can get the most out of the time allotted. We require payment for the first 30 minutes upfront ($34,000) and we will send you an invoice at the end of the phone call for the remaining time. Please see the secured payment link to make payment for the call: https://dimepay.app/product-page/p4eTxl5Uh9Q If the call exceeds the allotted 1 hour, you may be billed for the additional time. Alternatively, if the call does not last the entire hour, we will only bill you for the time spent to the nearest quarter hour (e. 30, 45 mins). We look forward to having our call with you!
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    Event time zone:America/Bogota GMT-05:00
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    20 mins Introductory Call

    20 mins Introductory Call

    Virtual
    During our complimentary 20-minute Introductory Call, we take the time to understand your business's unique needs and challenges. This is your opportunity to tell us about your company, discuss the specific bookkeeping or tax services you're seeking, and explore how we can best support your financial goals. By the end of the call, we'll both have a clear understanding of whether we're the right fit to help your business thrive.
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    Event time zone:Pacific/Midway GMT-11:00
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