The next step starts here
Let’s talk about your business. I have spent twenty years inside owner-led companies, and the first conversation is the easy part.
Your next step is the easiest one
Both the form and the calendar route to me directly, not to an assistant or an intake screener. The first call runs at my Mill Valley office or by video, whichever fits the conversation you want to have. If we have not met yet, here is the operating background I bring into the room.
Start the conversation
Schedule online or send a message. Expect a response within 24 hours.
Book a Time Directlyor share your details and we’ll reach out
Choose what works for you
Call
Direct line: 800 353 3535. Use it when a quick conversation beats waiting on a calendar invite.
Call now →Send a note to dave.orourke@financialgravity.com when you would rather lay the situation out in writing first.
Send an email →Book Directly
The discovery calendar is embedded right on this page. Pick an open window and the call lands on my schedule.
Schedule a Call →Based in Mill Valley, working with owners across the Bay Area and Lake Tahoe
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Firm O'Rourke CPAs
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Office 900 Tamalpais Avenue, Mill Valley, CA, 94941
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Phone 800-353-3535
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Service Area San Francisco Bay Area and Lake Tahoe
