Book a Discovery Call
Calm, judgment-free bookkeeping support for small businesses and nonprofits.
30-Minute Discovery Call
Get clarity and confidence in your books — without pressure, judgment, or chaos
If your finances feel messy, unclear, or harder than they should be, this call is a calm place to sort out what’s actually going on and what to do next.
This is a 30-minute discovery call designed to give you clarity on next steps and a clear plan forward where we look at your situation, identify what’s working, what’s not, and whether it makes sense for us to work together.
Who this call is for
This call is a good fit if you’re looking for clear, professional bookkeeping support or a collaborative conversation about next steps. If the following sound familiar, you’re likely in the right place:
A small business owner or nonprofit leader
A CPA or tax professional exploring a referral or collaboration
Using (or planning to use) QuickBooks Online
Feeling behind, uncertain, or overwhelmed by your finances
Looking for ongoing bookkeeping support or a scoped clean-up designed as a reset
Ready for clearer systems and fewer financial surprises
Who this call is not for
You’re looking for free troubleshooting or one-off advice
You only need tax preparation (I work alongside CPAs; I don’t replace them)
You’re not ready to invest in professional bookkeeping support
You’re looking for a quick fix with no intention of maintaining clean books
(Clarity goes both ways — and that’s okay.)
What we’ll cover on the call
During our call, we’ll:
Talk through your current bookkeeping setup
Answer questions and clarify your immediate priorities
Identify the biggest gaps or stress points in your current setup
Discuss what clean, consistent books would look like for you
Review which level of support makes sense (if any)
You’ll leave with:
A clearer understanding of where things stand (and what’s still unclear)
Practical next steps — whether we work together or not
Fewer “what is actually going on?” moments
What happens after the call
If we’re a good fit, I’ll explain next steps and pricing clearly
If we’re not a good fit, I’ll tell you honestly — no pressure, no awkward sales pitch
Either way, you’ll know where you stand
About Milstead Bookkeeping
Milstead Bookkeeping provides monthly, relationship-based bookkeeping and project-based clean-ups for small businesses and mission-driven organizations that want calm, reliable financial systems.
I work primarily with small businesses and nonprofits using QuickBooks Online, and I collaborate closely with CPAs and tax professionals who are looking for a bookkeeping partner they can trust.
My approach:
Clear
Structured
Judgment-free
Built for long-term consistency
(with clean-ups used as a reset, not a revolving door)
Ready to talk?
If you’re looking for clarity and steady support — not hustle, not panic — you’re in the right place. This call is simply a conversation to see whether working together makes sense — no pressure either way.