Your FREE Bookkeeping Evaluation is Confirmed!

Hi Friend,

You’re scheduled for a FREE Small Business Financial Analysis with one of Clarity & Wealth’s Bookkeeping Experts!

We’ll give you a call on the number you provided at the date and time listed below!

Name: Full Name 

Company: Company

City / State: Location

Call Start Time: Start

What Shoud You Prepare for Our Call?

All you need for our call is some general information on your company and it’s current financial infrastructure. If you would like to get the most out of your Free analysis you are free to prepare any or all of the items below for review.

If Possible, Have The Following Ready for Our Call

  • Profit & Loss Statements
  • Cash Flow Statements
  • Balance Sheets
  • Recent Tax Returns / Filings
  • Expense Reports
  • Business Licenses & Permits
  • Significant Contracts / Agreements