Contact
Email works best. Say what kind of operation you run and the two or three pieces of paperwork you would most like to never touch again. We reply within two business days with whether an assessment makes sense and when the next slot is open.
Email adam@g-h-i.comYou do not need to prepare anything formal. A few sentences about the business, how many entities or properties or acres are involved, and which tasks you are most tired of doing by hand is enough for us to tell you whether a half-day assessment is the right first step.
If you are a CPA or attorney asking on behalf of a client, say so. We are glad to talk with you first about where the line sits between the workflow we build and the advice you give, so that your client hears the same answer from both of us.