Appointments
Book a free 30-minute consultation.
No prep needed and nothing to bring. Come with whatever you know about your portfolio, even if that's "I have four doors and no idea what any of them earned." That's a normal starting point.
What we'll cover
- Your portfolio as it stands: doors, entities, and how they're structured
- What shape the books are in, and how far behind they actually are
- Which plan fits, and what it would cost, with a real number on the call
- Whether you need a cleanup first, and roughly what that runs
- Whether we're a good fit, and if we're not, who is
Helpful to have handy
All optional. The call works fine without any of it.
- 01How many doors you hold, and how many entities they sit across
- 02The accounting software you're using today, if any
- 03Roughly how many bank and card accounts the portfolio runs on
- 04The last month you're confident was closed correctly
- 05Anything on the horizon: a refinance, an acquisition, a lender conversation
Please don't send logins, statements, or account numbers ahead of the call. Nothing sensitive is needed until there's a signed engagement.
Prefer to write first?
Some people would rather explain the situation in an email before getting on a call. Entirely reasonable.
The booking calendar did not load.
Some browser extensions and company networks block scheduling tools. The direct link below works the same way. You can also email joe@jnmbookkeeping.com or call 267-902-6225 and I will send you times.
What happens after you book
You'll get a calendar invite with a video link, plus a confirmation email. Reschedule or cancel from that email any time. No need to ask. Prefer phone to video? Say so in the booking notes and I'll call instead.
Can't find a time that works?
Email joe@jnmbookkeeping.com with a couple of windows that suit you and I'll make one work.