Book Your Appointment Below!

Booking Guide:

For New Pachira Financials’ Clients:

If you are just looking to begin a relationship with a CPA and start the process of organizing your finances, we recommend booking a new client consultation. Here, a member of the team will meet with you to learn about your needs, answer your questions, and develop a plan of action to assist you moving forward.

Pachira Financials also offers Financial Advisory, Virtual CFO, Bookkeeping Set Up, and Tax services. In your consultation, we will recommend one of the above as the best service for your current business needs.

For Existing Pachira Financials’ Clients:

Don’t know which appointment you should book? Pick from this selection:

Financial Advisory: You will receive financial guidance in areas like tax planning, financial reporting, accounting systems implementation, and more!

Virtual CFO Services: You will be paired with a qualified CPA who will manage your company's finances, including financial planning, data analysis, risk management, and financial reporting.

Tax Planning: This session is specifically designed for those with more complex tax situations or questions about their taxes. This appointment is not to file any tax returns and is not a substitute for the tax preparation appointment.

Tax Preparation: Only for those READY to file. You will provide us with your tax documents and we will complete everything else so that your return is filed with minimal effort on your end.

**Note: Please email admin@pachirafinancials.com with all questions pertaining to your booking!