Schedule a Meeting with Swank CPA

Ready to take the next step in optimizing your business’s financial operations? At Swank CPA, we believe in providing personalized attention to understand your unique accounting and business needs before we begin working together.

Whether you’re a startup looking for foundational accounting support, an established business seeking to outsource your financial operations, or an existing client needing to discuss your account, we’ve designed our consultation process to serve you effectively.

We offer three distinct consultation types to ensure you receive the most relevant guidance for your situation. Each consultation is designed to provide maximum value while respecting both your time and investment in your business’s financial future.

Please review each option carefully to select the consultation that best matches your current needs and relationship with our firm. This helps us prepare appropriately and ensures our time together is as productive as possible.

This meeting is for first-time client consultations only. If you have already used your free consultation, your appointment will be cancelled and you will need to book a Paid Consultation appointment.

This meeting is for clients who need to schedule a time to discuss their account. If you are not a current client, please schedule either a Free Consultation or a Paid Consultation appointment. No fee required if this consultation is considered in-scope according to your engagement letter. If this appointment is considered out of scope, the fee will need to be paid prior to our appointment, or the appointment will be cancelled.

This meeting is for potential or one-time only clients who need to meet to discuss their needs who have already used their free consultation time. The fee will need to be paid prior to our appointment, or the appointment will be cancelled.