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 Once Hub, 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 leave their email(s) in the comments and I’ll be sure to add them.

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.

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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.

Advisory clients - your engagement includes a virtual meeting on a schedule. If you're not sure about where and how to schedule this meeting, deep breath. I'll send you a link when it's time for that meeting.

If you're looking for a little bit more, an Ad-Hoc Consult may be just the thing for you.

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.

Advisory clients - your engagement includes a virtual meeting on a schedule. If you're not sure about where and how to schedule this meeting, deep breath. I'll send you a link when it's time for that meeting.

If you're looking for a little bit more, an Ad-Hoc Consult may be just the thing for you.

Scheduling

Introductions - You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. 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.

Scheduling

Introductions - You and Crayon Advisory

Ready to introduce yourself and your business to Crayon Advisory? We're ready to meet you! Select a time from the options below, settle in with a coffee or a quick espresso from the virtual barista, and get ready for some answers. 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.

Scheduling

Friends & Partners

Are you a friend of Crayon Advisory? Do we partner together, either by servicing clients together or through your awesome software? Here’s your place to get on the calendar.

Scheduling

Friends & Partners

Are you a friend of Crayon Advisory? Do we partner together, either by servicing clients together or through your awesome software? Here’s your place to get on the calendar.

Contact us

Send us an email right from here.

We’ll be alerted just the same as if you had sent it from your email box.

Contact us

Send us an email right from here.

We’ll be alerted just the same as if you had sent it from your email box.