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Back Office Desk

Consultation

Schedule a Consultation

Tell us a little about your business or nonprofit organization and what you need help with. We'll follow up to arrange a time for an introductory conversation about your accounting. There is no charge for the initial conversation, and there's no obligation to move forward.

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How it works

  1. 1.You send a consultation request using the form below.
  2. 2.Your request comes to our team at Info@BackOfficeDesk.com.
  3. 3.We follow up to arrange a convenient time for an introductory conversation.
  4. 4.We talk through your accounting needs and what working together could look like.

What the conversation covers

The introductory conversation is mainly about understanding your organization. Depending on what's relevant, we'll talk about:

  • your business or nonprofit organization and how it operates
  • your current accounting setup and the software you use
  • your bookkeeping and accounting needs
  • payroll needs, if any
  • tax needs, if any
  • reporting or Controller Support needs, if any
  • the accounting challenges you're dealing with now
  • your timing and priorities

From there, we can get a sense of whether Back Office Desk is a good fit, which services may be appropriate, what a sensible scope of work looks like, and what the next steps would be.

After we understand your accounting needs, we can recommend an appropriate scope of services and provide clear pricing based on the services and level of support involved.

Request a consultation

Use the form below to send your request.

Organization Type
Services interested in(optional — select any that apply)
Preferred contact method(optional)

Please don't include sensitive financial, tax, payroll, or personal information in the form. If details like that are needed later, we'll set up a secure way to share them.

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If your question isn't about starting accounting services, the contact page has our phone number and email address. Contact us