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Book a time
Pick a time that works and we will talk through your books.
A thirty-minute call, no preparation required. The goal is to understand where your bookkeeping currently stands and whether a recurring monthly process is the right answer for your business — including when it is not.
What happens on the call
Thirty minutes, three questions
Where the books are now
Which system you use, how far behind things are, and what already works. Being behind is common and is not a reason to delay the conversation.
What you need to see
The decisions your financial information should be supporting, and how often you actually need it in front of you.
Whether this is the right fit
Including an honest answer if it is not. Some businesses need someone on site, or need tax work rather than bookkeeping, and that is worth establishing early.
Nothing sensitive is needed to book or to hold the call. Please do not send account credentials, bank statements, tax returns or payroll files through this page or by email — access is arranged securely once an engagement begins.
Prefer not to book online
Call or write instead
Steingard Financial is based in San Jose, California and works with businesses across the United States. Reach us on (408) 596-3261, Monday to Friday, 9am–5pm Pacific, or through the contact form.
If you already know which service you are asking about, these describe the work in detail: monthly bookkeeping, cleanup and catch-up, and payroll support.