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.
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.
Tax Question
Advisory Meeting
Tax Intake
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.
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'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.
Schedule Your Introductory Meeting