Book a Consultation

It is important to be aware of your personal financial standing as it is a direct reflection on our trends, habits and everyday lifestyle. We will provide you an overview of your status as it pertains to your goals.

For this consultation you will need to submit a copy of your credit report or use our instructions to pull one.

Topics that we will discuss, but not limited to:

Credit, Debt, Budgets, Taxes and more!

Let's have an in-depth discussion about your business and the goals that you have. We can discuss all of your questions and concerns as it relates to business management, taxes, credit, budget, bookkeeping, and payroll.

Can't wait to speak with you!

This is the perfect bundle for growing and thriving entrepreneurs who need to organize, optimize and separate their personal and business operations. Let's discuss the ins and outs of your path to success.

Please submit a copy of your personal 3-score credit report and business credit report (if available).

Our discovery consultation caters to individuals and businesses that have already established bookkeeping and financial organization. Our next step is to connect to your software and discover more about your business needs in detail.

Your software must be accessible and current for the discovery consultation. Once booked, you will receive instructions to give AP ELITE permission to access your books.

NO changes will be made to your bookkeeping software -- this is a view-only service.