What To Expect When Booking A Discovery Call with Level?
Whether you’re looking for a local accountant in Vero Beach or something more specialized like accounting for contractors, finding the right financial partner can feel overwhelming. You might be wondering, Where do I even start? or How do I know if an accountant is the right fit for my business?
That’s exactly why we offer a Discovery Call—a no-pressure conversation to help you figure out what you need, what’s missing, and whether we’re the right firm to support your business.
Where Does It Begin?
Our process starts with a Discovery Call—a 35-minute conversation where you’ll:
- Talk through your accounting frustrations, challenges, and what’s not working.
- Explain what you’re looking for in an accountant and what kind of support your business needs.
- Learn a bit about our firm, how we work, and whether we’re a good match for your business.
If you’re a contractor looking for an accountant who understands the unique challenges of your industry—cash flow, subcontractor payments, and tax planning—this call is the perfect way to get clarity. Whether you need help with bookkeeping, payroll, or financial strategy, we’ll discuss your specific needs and determine the best next steps for your business.
The goal of this call isn’t to sell you something—it’s to figure out if our services align with your needs. If it turns out we’re a great fit, we’ll discuss the next steps. If not, we’ll point you in the right direction. Either way, you walk away with clarity.
Will I Get Pricing in the Discovery Call?
This is one of the top questions we get, and we totally get it—pricing is a major factor in your decision. However, the Discovery Call isn’t about numbers yet; it’s about understanding your business first.
We don’t give pricing on this call because it depends on more than just your needs—it also depends on what’s happening in your business. Things like how many transactions you have, how many accounts you manage, and the overall complexity of your financials all play a role in determining the right pricing.
Instead, we provide pricing in the next step, the Solutioning Call, after we’ve gathered the details needed to give you an accurate number. This way, you’re not overpaying for services you don’t need or underestimating what’s required to keep your business running smoothly.
What Happens After the Discovery Call?
If working together seems like a great fit, here’s what the process looks like:
- Discovery Call – We discuss your business needs, pain points, and whether we’re a good fit.
- Solution Call – We break down the best service options for you and provide pricing.
- Kick-Off Call – If you decide to move forward, we officially get started.
- Client Onboarding – We handle the setup and ensure a smooth transition into our services.
Each step is designed to be seamless, so you always know what’s next.
What Do You Need to Bring to the Call?
You’ll provide most of the information we need at the time of booking, including:
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- Your name
- Email address
- Industry
- Phone number
- Annual revenue
- State(s) you operate in
All you need to bring to the call is a clear idea of your current accounting challenges and what you’re looking for in a contractor accountant.
If possible, it’s best for the decision-maker in your business to be on the call. That way, they can get direct answers and avoid extra back-and-forth.
Is a discovery call worth it?
Absolutely. Whether you’re actively searching for a contractor accountant or just exploring your options, having a conversation can save you hours of research and frustration.
This isn’t a sales pitch—it’s a chance for you to get real answers, figure out if we’re a good fit, and ensure your business has the financial foundation it needs. If nothing else, you’ll walk away with clarity on what your next steps should be, whether with us or another solution.
Ready to take the first step? Book your Discovery Call today.
