Discovery Call

We will build a tailored monthly solution for your business and you can start to get to know your Amplify team.

Six Things To Expect On The Call

Questions We Will Ask

We will use the information above to kick-start the call. We may ask for more detail during or after the call but you will not need to provide us anything other than conversation.

How We Will Connect

Typically we like to meet via Zoom Video or in person at our office. Zoom provides phone call details too and all of this info will be in your calendar invite.

Who Will Be On The Call

Depending on the answers you provide above, we aim to have you meeting your Amplify team right away. Expect to meet our Bookkeeping Leader and your CPA.


During the call we will be working to document your needs. This is what helps us create a custom quote for you. You will leave the call knowing that a proposal is on the way or there may be a few follow up items needed.

Immediate Value

We will look to add as much value as we can during the call. Whether or not we end up working together, we often hear how helpful the discovery call can be.

Your Questions

Discovery is not just a one way street! This is an opportunity to bring your questions about Amplify, our services and about any ways in which we can help.

Our Clients Say

I’m very pleased with my decision to change firms, my only regret is not finding you sooner. I’ve already suggested a few of my friends come and see you

Janet Perry – Norfolk Guest House






I take advantage of their broad based business expertise and advice. My organization has grown more complex and Amplify have been instrumental in helping me change my structure to minimize tax and protect my assets.

Terry – Granite Homes