60-minute Zoom with Arthur & Nicci
Focused pre-session document review: entity docs, one-year P&L, latest tax return, relevant licenses/permits
Written summary of what’s right, wrong, and risky
Action steps to get aligned fast
1) On the confirmation page, click the link to schedule in Acuity.
2) Acuity will prompt you to complete the Klarity Intake as part of scheduling; your time will not be confirmed unless the intake is submitted.
3) Within 48 business hours of scheduling, you’ll receive a secure upload link for required documents.
4) All documents must be submitted at least 48 hours before your session to remain on our calendar.
Cancellation & Reschedule
48 hours’ notice required. Late reschedules/no-shows are not refundable due to limited availability.