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Book a Call with a Bookkeeper

Getting your books set up correctly from the start saves you time and headaches down the road. We offer optional consultations with bookkeeping professionals who can help you:
  • Set up your chart of accounts correctly for your business type
  • Configure categories that make sense for your industry
  • Review your initial transaction categorization
  • Advise on tax-relevant categorization best practices
  • Answer any bookkeeping questions you have

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How to book

1

Go to the booking page

Click the Book a Call button in the top navigation, or visit our booking page directly.
2

Pick a time that works for you

Select an available time slot from the calendar. Calls are typically 30 minutes.
3

Prepare for your call

Have your Cashflowy account set up with your bank connected so the bookkeeper can review your transactions during the call.
This step is completely optional. Cashflowy is designed to be simple enough to set up on your own. But if you’d like expert guidance, we’re here to help.

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What to expect

  • Duration: ~30 minutes
  • Format: Video call (link sent via email after booking)
  • Preparation: Have your Cashflowy dashboard open with your bank account connected
  • Outcome: A correctly configured chart of accounts and categorization strategy tailored to your business