Our Calendar. Your Convenience.
We know you’re busy. Our schedule is right here for you.
The back and forth of finding a time to talk when it’s needed can be a real struggle. So, here it is right here for you. Whether you’re a current client with questions or a new potential client booking that first introduction, use this page to find a time for that to happen. Our calendar is powered by ZCal, and is pretty clever. If you don’t see a time you want, it’s likely not available. If you need multiple people invited, please add their email addresses.
Yes, this really is necessary unless you’re willing or able to provide me with a scheduling link. I need to keep the work moving, and I can’t do that if I spend time looking at my calendar to schedule meetings. With very few exceptions, I need you to just use the buttons below or give me your scheduling link.
Scheduling
Current Clients
We've already made it through awkward introductions and have an active engagement signed. Use this space to find a time for us to go over something on your tax return or tax plan and projection.
I have an auditory processing disability that makes it challenging for me to comprehend and process conversations effectively. These links will remind you to send me information in advance of our meeting. If you have not provided me with information at least 36 hours before our meeting or I have not suggested this meeting, the meeting will likely be cancelled. More details are available here.
Tax Question
Advisory Meeting
Tax Intake
Scheduling
Current Clients
We've already made it through awkward introductions and have an active engagement signed. Use this space to find a time for us to go over something on your tax return or tax plan and projection.
I have an auditory processing disability that makes it challenging for me to comprehend and process conversations effectively. These links will remind you to send me information in advance of our meeting. If you have not provided me with information at least 36 hours before our meeting or I have not suggested this meeting, the meeting will likely be cancelled. More details are available here.
Tax Question
Advisory Meeting
Tax Intake
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.
Schedule Your Introductory Meeting
Before you get to our calendar, we have a survey for you to complete. You won't need any additional information or specifics. Just some questions about you.
Scheduling
Introductions: You and Crayon Advisory
Ready to introduce yourself and your business to Crayon Advisory? We'll be ready to meet you, after you've completed your introductory survey. To keep things easy and smooth for you, that survey is embedded right here. Just click the pluss button to the right and you'll be on your way!
If we'll be a good fit to work together, you'll be able to schedule that all-important introduction. For that introduction to be as meaningful as possible, be sure to include your most important question and biggest concerns in the survey (yes, there's places for you to leave information). During our introduction, we'll build a roadmap to solve your accounting and tax problems together.
Note: this meeting does not provide tax or accounting advice. This is an opportunity for us to chat about your needs and for me to start developing the right set of solutions for you. This meeting is required for all new clients.