FRACTIONAL BACK OFFICE
SCHEDULE A DISCOVERY CALL
Let’s Talk About Your Back Office
A discovery call is a conversation about how your business works today, where the back-office friction is, and what you would like to improve. You do not need to know exactly which service you need before we talk.
Use the scheduler below to choose an available time. A few thoughtful details in the booking form will help us make the conversation more useful.
Choose a Time
What We’ll Discuss
- What your business does and how the back office is currently handled.
- The bookkeeping, reporting, or workflow problem that brought you to Fractional Back Office.
- The systems and tools you currently use.
- What you would like to see work better.
- Any deadlines or upcoming events that affect the project, such as tax preparation, financing, or a business transition.
- Whether Fractional Back Office appears to be a good fit and what the next step would be.
Helpful Information to Have Ready
You do not need to prepare a formal presentation. If you know the following, it can help us understand the scope more quickly.
- Approximate number of monthly transactions or financial accounts, if bookkeeping is the concern.
- How far behind the books are, if you need catch-up work.
- The accounting, CRM, spreadsheet, or workflow tools involved.
- The reports or KPIs you currently review — or wish you could review.
- The single biggest back-office frustration you want to solve first.
No Pressure to Have Every Answer
The purpose of discovery is to understand the situation, not to test how well you know the accounting system. If we need additional information after the call, we will explain what would help us scope the work.
A discovery call does not create a client relationship or replace advice from your CPA, attorney, tax professional, financial adviser, or other licensed professional.
