Complimentary Consultation
Schedule Your Free CPA Consultation
Meet with Bri Smith, CPA, to discuss where you are now, what you want to accomplish, and whether B.D. Smith Wealth is the right fit for your needs.
- No obligation
- A focused conversation about your needs
- Clear next steps if we are a good fit
B.D. Smith Wealth
Clarity starts with a conversation.
Choose a convenient time below and tell us a little about what you would like to discuss.
Book Your Time
Choose a Time That Works for You
Select an available appointment below. Once your time is booked, you will receive the scheduling details from our system.
Before you book
- Have your main questions or concerns in mind.
- Choose the appointment time that works best for you.
- Use the booking form to share what you would like to discuss.
What to Expect
A Simple, Focused First Conversation
The consultation is designed to help us understand what brought you to B.D. Smith Wealth and whether our services align with what you need.
01
Tell Us What You Need
Share the financial, tax, accounting, or planning questions that prompted you to reach out.
02
Talk Through the Situation
Use the conversation to give context around your goals, priorities, and the support you are looking for.
03
Clarify the Next Step
If B.D. Smith Wealth is a fit, we will explain the appropriate next step for moving forward.
Need Help Before Booking?
Prefer to Contact Us First?
If you have a quick question before choosing a time, you can reach our office directly.
Send Us a Message