Tell me about your business and book a discovery call with a licensed Florida CPA. A few questions, then pick a time on my calendar.
The get-started intake walks you through a few questions about your business: the services you need (bookkeeping, tax preparation, advisory, or all three), your entity type, annual revenue range, number of bank and credit card accounts, monthly transaction volume, and the tax details that shape the work, filing status, rentals, K-1s, and business entities. It takes a few minutes, and nothing is shared with anyone but me.
After you submit, you pick a time on my calendar for a discovery call. I review your answers before we talk, so the call is about your business, not paperwork. We go over what you need, I answer your questions, and you get your number from me directly on the call. Every engagement is custom-quoted for the business it serves.
Last reviewed: 2026-07-02
Timothy LeGendre CPA LLC | Florida CPA License #AC62625 (firm #AD72267) | Mount Dora, FL | (407) 417-1064 | Contact
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