What helps me tremendously in determining the scope of your project is if you will send examples of reports that you want to create. Many companies have these in Excel. If not, please send hard copies.
If you send me confidential financials in Excel, you may want to password protect the file before sending it. Then give me the password in a separate email, or better yet, verbally in a voicemail message at 512-425-0600.
After I review them, the next step is to talk live.