Contact Us
Have a question about our services, an existing engagement, a referral, or another business matter? Send us a message or reach out directly.
For a detailed conversation about your bookkeeping needs, use our dedicated consultation page to schedule a convenient time with Jubaid.
Send Us a Message
Complete the short form below and let us know how we can help.
Please do not submit bank account numbers, passwords, Social Security numbers, tax identification numbers, or other sensitive financial information through this form.
Contact Information
Prefer to contact us directly? Reach Lote Tree Financial by phone or email.
Based in the Dallas-Fort Worth area and serving businesses remotely throughout the United States.
Lote Tree Financial does not operate as a customer-facing walk-in office. Consultations, communication, document sharing, and bookkeeping support are provided remotely.
What happens after you contact us?
Your message will be reviewed, and Jubaid will respond using the contact information you provide.
Looking for a quick answer? Visit our Frequently Asked Questions page for information about services, pricing, bookkeeping, and getting started.
Looking for Bookkeeping Support?
Schedule a free 30-minute consultation to discuss your current records, business needs, and the service or package that may be the best fit.