Schedule a consultation.
This call is for business owners who want clear help with bookkeeping, cleanup, financial systems, or advisory work.
We will look at what is happening now, what needs to change, and which Lynn Solutions engagement is the right place to start. You do not need to decide between cleanup, monthly bookkeeping, systems work, or advisory before you book.
- Duration: 30 minutes
- Cost: Free
- Format: Video call or phone
SCHEDULE THE CALL
Pick a time for the Fit Call.
Free, 30 minutes, and held by Google Meet. Choose a time and enter your details once. Business name and approximate revenue are optional.
Book a Fit Call
If cleanup has to come first, TJ will say so on that call.
None of these times work? See more times or email tj@lynnsolutions.com. A booking made from the direct link still records its source when the link is tagged; an untagged one is recorded as unknown rather than guessed.
What to bring
You do not need to prepare a formal packet before the call.
Come ready to explain what is not working, what you want help with, and which accounting or business systems are involved. If you already have reports, screenshots, notices, or other records that help explain the problem, have them available—but do not delay booking because your files are not organized yet.
OPTIONAL
Want to send more detail before we talk?
Use this if you already know the situation and want it in writing. It is not required to book the call.
WHAT TO EXPECT
What happens on the Fit Call
The goal is to understand the problem well enough to determine the right next step.
We will usually cover:
- what is happening in the books today;
- whether the books are current and reliable;
- the accounting and operational systems involved;
- what you want Lynn Solutions to take responsibility for;
- whether the starting point is cleanup, monthly bookkeeping, financial systems, advisory, or another project within scope;
- any major records, access, or information needed before work can begin.
By the end of the call, the next step may be a proposal, a records request, a follow-up conversation, or a decision that the work is not a fit for Lynn Solutions.
IS THIS RIGHT FOR YOU
Is this the right call for you?
The Fit Call is a good starting point if you have a real bookkeeping or financial-operations problem and want someone to take clear responsibility for solving it.
It is especially useful if:
- your books are behind, unreliable, or difficult to use;
- you need ongoing bookkeeping and monthly close support;
- your accounting workflow or systems are creating errors or unnecessary work;
- you want better financial reporting, planning, or decision support;
- you know something is wrong but are not sure which service you need.
There is no fixed revenue or employee-count requirement for the call. Fit depends on the work, complexity, access, and whether Lynn Solutions is the right firm to take responsibility for the scope.
The call is generally not the right fit if you need:
- legal advice or legal representation;
- audit or attest services;
- tax controversy representation;
- a service outside Lynn Solutions' demonstrated competence;
- bookkeeping without providing the records, access, or cooperation required to do the work correctly;
- someone to make owner-level business decisions on your behalf;
- free troubleshooting without plans to hire.
Lynn Solutions may also decline work when the available records or circumstances do not support reliable accounting work.
QUESTIONS
Before you reach out.
What happens after I contact Lynn Solutions?
How quickly will Lynn Solutions respond?
Do you work with businesses outside Tacoma?
Do I need clean books before reaching out?
Is Lynn Solutions a CPA firm?
Do you work with smaller businesses?
OTHER WAYS TO REACH US
You can also call or email.
- Phone: 253-353-2675
- Email: tj@lynnsolutions.com
Lynn Solutions is based in Washington and works remotely with businesses nationwide. Our experience includes businesses with operations in Washington, California, Oregon, Idaho, Texas, and Florida. Most engagements are handled remotely, including work that requires access to a client's accounting systems or desktop environment.
Not ready to book? Start here instead.
If you want to learn more before scheduling a call, explore our services to see which one fits your situation.