CONTACT KIND LEDGER

Start with an Assessment inquiry.

Tell us which records disagree, what remains open after close, or which finance process needs a clear owner. Share only general, non-sensitive context. Kind Ledger will confirm fit, scope, and the appropriate next step before requesting records.

GENERAL INQUIRY

Which finance question needs attention?

Share the general issue and the next step you are considering. Angela will review the inquiry and respond from Kind Ledger. Scope, fees, timing, and secure records intake are confirmed separately.

BEFORE YOU SUBMIT

Keep the message high-level.

Describe the question without pasting financial records, detailed amounts, account numbers, system exports, or private client information. This public form does not provide secure records intake.

Sending this inquiry does not create a client relationship or authorize work. A separate written engagement defines services, fees, and responsibilities.

Do not send bank statements, tax returns or workpapers, payroll files, POS exports, inventory or seed-to-sale records, QBO or general-ledger files, compliance records, passwords, EFTPS PINs, or other sensitive information through this form or ordinary email. Records are requested only through a confirmed secure intake path after scope and engagement terms are agreed. Never send passwords or EFTPS PINs.

Name

Business or organization

State

Your role

What would you like to clarify? Select all that apply.

Brief message

I understand that this form is for general inquiries only. I will not submit sensitive financial, tax, payroll, POS, inventory, seed-to-sale, QBO or general-ledger, or compliance records; account numbers; passwords; or EFTPS PINs.

WHAT HAPPENS NEXT

General context first. Scope and secure intake next.

The first step is to understand the question and whether Kind Ledger’s role fits. No records are needed in the public inquiry.

STEP 01

Share the general question.

Tell us who you are, where the business operates, and which reconciliation, inventory, or close issue you want to discuss. Keep confidential information out of the message.

STEP 02

Confirm fit and the proposed scope.

Angela reviews the context and confirms whether an Assessment or a defined referral workstream is appropriate. Scope, timing, fees, responsibilities, and engagement terms are agreed before work begins.

STEP 03

Use the designated secure records path.

If records are needed under an agreed engagement, Kind Ledger provides specific secure intake instructions. Public forms and ordinary email remain unsuitable for sensitive records.

RECORDS SAFETY

Public messages start the conversation. They do not carry the records.

Keep sensitive business and personal information out of the website form and ordinary email. A confirmed secure intake process is separate from the public inquiry.

OKAY FOR THE PUBLIC FORM

Appropriate for the public form.

An advisor can describe a potential workstream without identifying confidential client facts.

DO NOT SEND THROUGH PUBLIC FORMS

Not appropriate for the public form or ordinary email.

Do not send passwords or EFTPS PINs. Records requested for an engagement must use the specifically approved secure intake path, not a reply to the public inquiry email.

PREFER EMAIL?

Send a general, non-sensitive email.

For questions about fit, timing, or a possible workstream, email Angela. Describe the issue at a high level. Do not attach or paste sensitive records, financial details, account information, or login credentials into ordinary email.