What Happens in a Discovery Call with ClearView? A Step-by-Step Breakdown

Not Sure What to Expect? Let’s Take the Pressure Off.

We get it. For many small business owners, the idea of hopping on a financial “Discovery Call” can feel… daunting. Maybe your books are behind, your spreadsheets are all over the place, or you’ve never actually looked at a profit and loss report that made sense. And now someone wants to talk about it?

Take a breath. You’re in the right place—and you’re not alone.

At ClearView Bookkeeping, we’ve designed our Discovery Call process to be clear, supportive, and completely judgment-free. This is not a sales pitch in disguise. It’s a simple, helpful conversation designed to answer your questions, understand your goals, and see if we’re the right team to support you.

So if you’ve been wondering what happens in a discovery call, here’s a behind-the-scenes look—step-by-step.

Step 1: Booking the Call (It’s Easier Than You Think)

When you visit our website, you’ll find a quick link to schedule your Discovery Call at a time that works for you. No phone tag. No awkward back-and-forth. Just a few clicks and you’re on the calendar.

Once your call is booked, we’ll send over a brief intake form. This helps us prepare for our time together. Don’t worry—it’s nothing complicated. We ask things like:

• What bookkeeping system are you currently using (if any)?
  
  

• Are you behind on your books or just looking for better support?
  
  

• What are your biggest frustrations or questions?
  
  

This gives our team a head start so we can make the most of our time with you—and show up ready to listen, not lecture.

Step 2: The Discovery Conversation (20–30 Minutes of Real Talk)

This is the heart of the process—and where we start to uncover what’s really going on behind the scenes in your business finances.

You’ll meet with one of our experienced team members (often our founder or a senior strategist), and we’ll guide a relaxed, real-world conversation. This isn’t a pitch or a presentation—it’s a two-way dialogue.

We’ll explore:

• What tools you’re currently using (QuickBooks Online, QuickBooks Desktop, spreadsheets, etc.)
  
  

• How things are being managed today—whether by you, a staff member, or an outside bookkeeper
  
  

• Where you’re feeling stuck, uncertain, or overwhelmed
  
  

• What your financial goals are (clean-up, cash flow clarity, team training, profit strategy, etc.)
  
  

If your books are a mess, say so. If you’re not even sure how bad it is, that’s okay too. We don’t expect perfection—we’re here to help you get clarity.

Step 3: The Diagnostic Review (Judgment-Free, Data-Driven)

After the Discovery Call, if it feels like we’re a good fit and you want to move forward, the next step is a full Diagnostic Review of your financials.

Think of this as a “checkup” for your bookkeeping system.

Our team will dig into your accounting software, reconciliations, transaction coding, reporting setup, and overall structure. This process is done with care, confidentiality, and zero judgment. We’ve seen it all—and we specialize in untangling even the messiest books.

What you’ll receive:

• A clean summary of the current state of your books
  
  

• Highlights of what’s working and what’s missing
  
  

• A breakdown of errors, gaps, and what they’re costing you
  
  

• A snapshot of how your financials align with your goals
  
  

You’ll finally have a clear picture of what’s going on—and what needs to be fixed.

Step 4: Strategic Recommendations (Here’s Your Roadmap)

Once your Diagnostic Review is complete, we’ll set up a follow-up meeting to walk you through the findings. This is where strategy meets structure.

We’ll show you:

• How your current systems are helping or hurting your business
  
  

• What specific services we recommend (based on where you are now and where you want to go)
  
  

• What package, add-ons, or project support makes the most sense
  
  

• A transparent quote with no hidden fees or confusing jargon
  
  

This is your roadmap. Whether you’re looking to clean up your books, delegate the entire monthly process, or layer in CFO-level guidance—we’ll guide you step-by-step.

Most importantly: you get to choose how to move forward. There’s no pressure, no hard sell. Just facts, support, and options.

We’re Here to Make This Easy, Not Embarrassing

Let’s say this clearly: you do not need perfect books to book a Discovery Call.

You don’t need to gather every document or know all the right lingo. You don’t need to wait until you’ve “caught up” on your own or feel less embarrassed about the state of your finances.

That’s exactly why we’re here.

Our clients come to us because they’re tired of doing this alone. Because they’re ready to stop guessing about cash flow. Because they want to finally know what their numbers mean—and how to use them to grow.

Whether you’re behind, stuck, or just unsure what the next step should be, the Discovery Call is designed to give you that direction. One step. One conversation. One powerful shift toward clarity and control.

Ready for Less Guessing and More Confidence?

If you’ve made it this far, there’s a good chance you’re ready for support—you just don’t want pressure. We hear you.

ClearView’s Discovery Call isn’t about selling. It’s about solving. It’s about understanding where you are and showing you what’s possible—with the right team behind you.

So go ahead—book your call today. Bring your questions, your goals, your messy books. We’ll bring clarity, a plan, and real support to help you move forward.

👉 Curious if ClearView is the right fit? Book a no-pressure Discovery Call and we’ll walk you through exactly how we can help—starting with a judgment-free Diagnostic Review.