Consultation — opexdiscount
Book a session that fits your setup
A conversation about your bookkeeping process — where it stands, what slows it down, and what automated systems could realistically change.
local businesses
formats available
Three ways to get started
Discovery Session
Best when you're not sure where to begin
- 60-minute focused conversation
- Current workflow review
- Written summary of findings
- Automation readiness assessment
System Design Package
For businesses ready to move forward
- Full workflow and data audit
- Software selection guidance
- Integration map and phased plan
- 3 follow-up check-in calls
Ongoing Advisory
For teams managing a live system
- Monthly review sessions
- Issue triage and adjustments
- Staff Q&A support
- Reporting template updates
How a session actually runs
No slide decks, no generic advice. Each consultation is built around your actual data, tools, and team — not a template.
every time
Intake before we meet
You fill in a short brief about your business size, current tools, and the problems you're running into. Takes about 10 minutes and means the session starts with context rather than introductions.
Mapping the real flow
We walk through your bookkeeping process step by step — invoicing, reconciliation, payroll entries, reporting. The goal is to find where manual effort is heaviest and where data quality breaks down.
Options on the table
Based on what we find, we discuss specific tools — Xero, QuickBooks, Zoho Books, or custom integrations — and what each one would realistically require from your team to maintain.
A written summary after
Within 48 hours you receive a concise document covering what we discussed, the options we considered, and a suggested next step — nothing you'd need to decipher later.
Questions that come up most
These are the things people usually want to know before booking. If something isn't covered here, the contact page is the fastest way to get a direct answer.
What happens in the first session?
We start by mapping your existing bookkeeping process — what tools you use, where manual steps pile up, and where errors tend to creep in. From there we identify which parts are ready for automation and which need groundwork first.
Do I need accounting software already?
Not at all. Many clients come in with spreadsheets or a mix of disconnected tools. Part of the consultation is figuring out which software fits your volume, team size, and reporting needs before recommending anything.
How long until the system is running?
It varies. A small business with straightforward transactions can have core automation running in 3 to 6 weeks. Larger operations with multiple data sources typically need 2 to 4 months for a stable rollout.
Can my accountant be involved?
Yes, and it's often better when they are. We work alongside your accountant or bookkeeper to make sure the automated system produces outputs they can actually use without relearning everything from scratch.
Reach the team directly
Questions before booking, or want to check if a session makes sense for your situation? Send a message or call — responses usually come through the same day.