> ## Documentation Index
> Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Book a Call with a Bookkeeper

> Schedule a consultation with a bookkeeping professional to help you set up Cashflowy correctly.

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

## How to book

<Steps>
  <Step title="Go to the booking page">
    Click the **Book a Call** button in the top navigation, or visit [our booking page](https://calendly.com/aileen-cashflowy/30min) directly.
  </Step>

  <Step title="Pick a time that works for you">
    Select an available time slot from the calendar. Calls are typically 30 minutes.
  </Step>

  <Step title="Prepare for your call">
    Have your Cashflowy account set up with your bank connected so the bookkeeper can review your transactions during the call.
  </Step>
</Steps>

<Info>
  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.
</Info>

## 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