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Consultations

Book a consultation with Jasmin Patel

Choose a 15, 30 or 45 minute meeting, share a few details about your business, and get a clear next step for your books — no obligation.

Laptop on a desk during an online consultation call
15, 30 or 45 minute video or phone consultations.

Appointments

Pick the meeting that fits

Every consultation ends with a written summary of what was discussed and what would happen next.

15 minutes

Quick Intro Call

Complimentary

A short introduction to understand your business, current bookkeeping status and whether we are a good fit.

  • Overview of your business and books
  • High-level questions answered
  • Suggested next step
Book 15 min online
Most booked30 minutes

Books Review Session

Complimentary

A working session to review your current accounting file, backlog and reporting needs across your Canadian operations.

  • Review of your accounting file or spreadsheets
  • Cleanup and catch-up scoping
  • Software fit and reporting recommendations
Book 30 min online
45 minutes

Systems & Setup Deep Dive

Quoted after intro

An in-depth consultation for software setup, conversion or a full-cycle accounting engagement with monthly reporting.

  • Chart of accounts and workflow design
  • Software setup / migration planning
  • Month-end close and reporting roadmap
Request 45 min

Booking

Request your consultation

Complete the form and your request is prepared as an email to Jasmin, who confirms the time personally — usually within one business day.

Book online in under a minute

Pick a meeting length and choose a time that suits you. You will get an instant confirmation and a calendar invite by email — no forms to fill in.

What happens next

  1. Confirmation and meeting link arrive by email straight away.
  2. We review your books, software and reporting needs on the call.
  3. You receive a written scope with a fixed fee — no obligation.
Book a 30 minute consultation

Prefer email? info@jasminpatel.ca

Pricing approach

Transparent scope before any work starts

No hourly surprises. After the consultation you receive a written scope with a fixed monthly or project fee.

Cleanup & catch-up project

One-time project pricing based on months of backlog, account count and transaction volume.

  • Fixed project quote
  • Defined start and finish
  • Reconciled handover

Monthly bookkeeping & close

Fixed monthly fee covering bookkeeping, reconciliations, close and reporting.

  • Predictable monthly fee
  • Agreed reporting deadlines
  • Direct access to Jasmin

Software setup or migration

Scoped implementation covering design, conversion and validation before go-live.

  • Platform recommendation
  • Data migration
  • Post go-live support

Want detail first? Review all services or the software Jasmin works in.

FAQ

Consultation and pricing questions

Still deciding? Start with 15 minutes.

Book a free introductory consultation and get a clear, written plan for your bookkeeping, month-end close and accounting software.

Or reach out directly: info@jasminpatel.ca · 647-534-7560