Free consultation
Book your free
bookkeeping
consultation.
During this 30-minute call, we'll discuss your bookkeeping needs, review where your books currently stand, and determine if our virtual bookkeeping services are the right fit for your business.
Choose your consultation
Select the option that fits your situation.
Free Consultation
The perfect starting point. We'll discuss your bookkeeping needs, review your current situation, and determine if Salt & Sand is the right fit for your business.
Schedule free consultation →Client Consultation
Review your books, discuss bookkeeping questions, or explore additional virtual bookkeeping services. For current Salt & Sand clients.
Schedule client meeting →Not ready to schedule yet?
→ Send us a message instead → Learn about our bookkeeping services → Read our FAQAfter you book
What happens next.
From the moment you schedule to your first month of clean books — here's the full picture.
Confirmation
You'll receive a calendar invite with a Google Meet link. No downloads needed — just click the link at your appointment time.
Consultation
We'll review your books, discuss your challenges, and identify which services make sense. You'll get a clear recommendation — no sales pressure.
Onboarding
Shannon handles the setup in QuickBooks Online or Xero, establishes the workflow, and gets everything organized. Most clients are onboarded within one to two weeks.
Clean books
Your books stay reconciled, your reports arrive on time, and you always know exactly where your business stands. Financial clarity, every month.
Questions first?
We're happy to
answer anything.
If you'd rather ask a few questions before scheduling, that's completely fine. Reach out any time — we'll get back to you within one business day.