Ready to learn more?



A Discovery Call with Books on point is an in-depth conversation, where you will get a chance to tell us about your business, your pain points, and your goals. The purpose of this meeting is to help us better understand your situation and see how we can help you.

This is a no obligation meeting.  Even if we don’t end up working together, we guarantee you’ll get value just out of having the conversation.


1. Fill Out Web Form
In order to make the most of our time together, we ask that you answer a few questions about your business. The more information the better!

2. Discovery Call
If it looks like we can help you, we will send you a link to set up a 30-60 minute Discovery Call via Zoom.

3. Options Meeting
After the Discovery Call, we will prepare a custom proposal for you with three different levels of service. We will schedule a second meeting to review the options together and answer any questions.

4. Kickoff and Onboarding
Once you sign the proposal, we will send you a checklist of items we need to get started and schedule our first Onboarding meeting.