Welcome to Natari Firm
Your Next Step Starts Here
This New Client Center will help you explore our services, complete the intake process, schedule a meeting, and prepare to work with Natari Firm.
New Client Center
Let Us Help You Get Started
Whether you need business consulting, business coaching, bookkeeping support, QuickBooks assistance, business organization, or personal budget organization, our process begins with learning about your goals and identifying the support you need.
Explore Our Services
Review our available business services before deciding which type of professional support is right for you.
View Business ServicesComplete the Intake Form
Tell us about your current needs, concerns, goals, and the type of assistance you are requesting.
Complete Intake FormSchedule a Meeting
Select an available time for a 30 minute meeting to discuss your needs and possible next steps.
Schedule a MeetingBusiness Coaching
Receive personalized guidance, accountability, problem solving support, and help developing your next steps.
View Coaching ServicesBookkeeping Support
Learn about bookkeeping organization, financial record support, bank reconciliation, and QuickBooks assistance.
View Bookkeeping SupportPersonal Budget Organization
Get help reviewing spending, organizing expenses, developing a realistic budget, and working toward your goals.
View Budget ServicesThe Client Process
What Happens Next?
Our client process helps us understand your needs and determine the appropriate services before work begins.
Choose a Service
Review our services and select the type of support that best matches your needs.
Submit Your Information
Complete the new client intake form and provide accurate information about your goals.
Attend Your Meeting
Meet with Natari Firm to discuss your needs, expectations, and possible next steps.
Begin Services
Approved services begin after the required agreement, payment, and onboarding information are completed.
Prepare for Your Meeting
Information You May Need
The exact information required will depend on the service you select. Having the following details available may help make your first meeting more productive.
- A clear description of the support you need
- Your current goals, concerns, and priorities
- Relevant business or financial documents
- Important deadlines or upcoming business dates
- A list of questions you want to discuss
- Accurate contact and business information
Client Information
Office Hours and Payment Options
Review our office availability and accepted payment methods before beginning services.
Office Hours
Natari Firm Business Hours
- Tuesday – Friday Regular business hours 8:00 AM – 5:00 PM
- Saturday Weekend availability 10:00 AM – 6:00 PM
- Sunday Office unavailable Closed
- Monday Current clients only By appointment only
Accepted Payment Methods
Convenient Payment Options
For your convenience, Natari Firm accepts multiple payment methods:
- Visa
- Mastercard
- American Express
- Discover
- Zelle
Payment instructions will be provided based on your selected service.
Questions Before You Begin?
Contact Natari Firm
If you are unsure which service to choose, contact us before submitting your intake form. We will help direct you to the appropriate service.