Initial Virtual-Office Meeting

Service Description

Schedule an initial in-office meeting with Direct Point Accountant Firm to discuss your anticipated accounting needs. During this meeting, we’ll go over our services and answer any questions you may have. You’ll also fill out our onboarding packet and pay for services. Our team is here to help you navigate the complexities of accounting and ensure your financial success. Let’s get started today.

Cancellation Policy

No Call No Show Policy Maintaining a schedule for appointments allows us to serve all clients fairly and efficiently. To ensure everyone has the opportunity to receive the care they need, we have implemented the following No Call No Show Policy. What is a No Call No Show? A No Call No Show occurs when a client: Does not show up for their scheduled appointment and Does not provide notification of cancellation within 24 hours of the appointment time. Notification of Cancellation: To avoid a No Call No Show charge, you must contact us by phone at [phone number] or email at [email address] at least 24 hours prior to your scheduled appointment time. Leaving a voicemail or sending an email does not guarantee timely notification. We recommend following up with a phone call to confirm cancellation. No Call No Show Charge: In the event of a No Call No Show, you will be charged $65. This charge will be applied to your account and must be paid before you can reschedule your appointment. Exemptions: We understand that emergencies and unforeseen circumstances can occur. The No Call No Show charge may be waived at the discretion of management in situations such as: Documented medical emergencies Sudden loss of a loved one Extreme weather conditions that prevent safe travel Please note that exemptions will be considered on a case-by-case basis and require appropriate documentation. We appreciate your understanding and cooperation in respecting our time and the time of other clients. Additional Information: This policy is subject to change without notice. We encourage you to pre-book your appointments to ensure availability. If you have any questions about this policy, please do not hesitate to contact us. By booking your appointment, you acknowledge and agree to the terms of this No Call No Show Policy.

Contact Details