Free discovery call
Book a free 20‑minute call with our accounting team
Tell us how your books run today. We’ll answer your questions, suggest the right services, and tell you honestly whether we’re a fit. No cost, no obligation.
- 20 minutes
- Google Meet or Zoom
- Mon–Fri, 8 AM–5 PM ET
- Free, no obligation
Choose your topics, then pick a time
About two minutes. Your topics help us bring the right person to the call.
Prefer email? Write to sales@theledgermax.com or call +1 (321) 470-1495.
After you book
What happens next
- 1
Confirmation email
A summary of your booking and a calendar invite, with the video link before the call.
- 2
The 20-minute call
We learn how your business or firm runs and answer your questions.
- 3
Fixed quote in 48 hours
A clear monthly price for the services we discussed. Take your time to decide.
- 4
Onboarding, if you go ahead
We set up secure access, review your books, and agree the monthly schedule.
Before you book
Questions about the call
Prefer another way?
Email ussales@theledgermax.com Send a messageContact form and phone Follow us on LinkedInIs the call really free?
Yes. The 20-minute discovery call is free and there’s no obligation. If we’re a fit, you get a fixed-fee proposal within 48 hours.
How do I join?
By Google Meet or Zoom. You’ll get a confirmation email with a calendar invite, and the video link before the call.
What should I prepare?
Nothing formal. It helps to know which accounting software you use, roughly how many transactions you have each month, and how far behind your books are, if at all.
I can’t find a time that works.
Write to sales@theledgermax.com with two or three times that suit you, and we’ll send a calendar invite.
We’re a CPA firm. Is this the right call?
Yes. Tell us about your tax season volume and software, and we’ll explain how white-label preparation and the free trial work. See CPA firm services.