CONTACT
Let's Talk About Your Books
You reached out because something isn't working — or you want to make sure it stays working. Either way, we're easy to reach and quick to respond. Pick the option that works best for you below.
Reach Us Directly
Jupiter, Florida, United States
New client inquiries go to Lori directly — not a ticket queue, not an automated response. You'll hear back the same day in most cases.
Schedule a Consultation or Health Check
Pick a time that works for you. You don't need to explain everything upfront — save the details for the call. That's what the appointment is for.
Contact Us
We will get back to you as soon as possible.
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What Happens After You Reach Out
We keep the first conversation simple.
We Review Your Situation
Before we recommend anything, we listen. You'll walk us through where things stand — your current setup, what's not working, and what you're trying to accomplish.
We Discuss Your Needs
We'll ask a few focused questions to understand your business, your industry, and the kind of support that would actually make a difference for you.
We Recommend a Path Forward
If there's a fit, we'll outline what working together would look like — scope, cadence, and next steps. No pressure, no commitment required at this stage.
Common Questions About Getting Started
How do I schedule a consultation with Parkins Financial?
Use the scheduler on this page to book a time directly. Choose the appointment type that fits your situation — new client, support session, or QuickBooks Online training. If you'd rather reach out first, call 561-727-9177 or email info@parkinsfinancial.com.
Will I get an automated response when I contact you?
No. New client inquiries go to Lori directly. Most people hear back the same day. You're not entering a queue.
Do I need to commit to anything before the first call?
Not at all. The initial conversation — including the free Bookkeeping Health Check — carries no commitment. We'll discuss your situation and recommend a path forward. You decide whether to move ahead.
Do I need to prepare anything before reaching out?
Nothing formal. A general sense of where your books stand and what you're trying to solve is enough to start. We handle the structured intake on the call.
Do you work with clients outside of Jupiter and South Florida?
Yes. Parkins Financial is fully virtual and currently serves clients in Florida, across the country, and internationally, including the Bahamas. Location is not a barrier.
