Schedule Your Free Bookkeeping Consultation
Choose a convenient time to speak directly with Jubaid Choudhury about your business, current bookkeeping situation, and the support you may need.
Whether your books are current, already behind, or becoming difficult to manage, the consultation will help clarify the most appropriate next step.
Choose a Time That Works for You
Select an open slot below and your 30-minute consultation is booked straight into Jubaid’s calendar — no waiting for a reply. Times are shown in your own time zone, and you will get a confirmation with the meeting details.
Calendar not loading? Open the booking page in a new tab — some browser extensions block embedded calendars.
A Conversation, Not a Sales Call
- Speak directly with Jubaid
- 20 Years of Experience · Dallas-Fort Worth area
- Serving businesses nationwide
There is no agreement to sign and no financial access to provide before the call.
What to Expect During the Consultation
The conversation is designed to understand your current situation and determine whether Lote Tree Financial is the right fit.
Your Current Bookkeeping Situation
Discuss whether your records are current, overdue, disorganized, or creating uncertainty for your business.
The Support You May Need
Review the service or bookkeeping package that may best fit your transaction volume, financial accounts, and priorities.
Questions and Next Steps
Ask questions about the service, pricing, required information, and what would happen if you decide to move forward.
No Suitable Time? Reach Out Directly
If none of the open slots work, or you would rather describe your situation before committing to a time, use whichever of these suits you. Jubaid will follow up to arrange a time that fits your schedule.
Please do not enter account numbers, passwords, Social Security numbers, tax identification numbers, or other sensitive financial information when booking.
You Don’t Need to Prepare Everything Before the Call
A brief overview of your situation is enough for the first conversation. It may be helpful to know:
- Which bookkeeping software you currently use
- Whether your books are current or behind
- Approximately how many financial accounts you manage
- The main bookkeeping problem you want to solve
- Any upcoming tax or reporting deadlines
You do not need to upload financial documents or provide account access before the consultation.
After You Select a Time
Receive Your Confirmation
You will receive a confirmation with the scheduled date, time, and meeting details.
Meet With Jubaid Remotely
Join the consultation using the meeting information provided in your confirmation.
Confirm the Appropriate Next Step
If Lote Tree Financial is a suitable fit, Jubaid will explain the recommended service, expected scope, pricing, and information required to begin.
There is no need to complete the service agreement or provide financial access during the initial booking process.
Not Ready to Schedule Yet?
For general questions, existing-client inquiries, referrals, or other business matters, send us a message through the Contact page.
Contact Lote Tree Financial→