The Shekinah Group, LLC
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The Shekinah Group, LLC
  • Home
  • About Us
  • Client Guide
  • Reviews
  • Contact Us
  • Blog

YOUR ROADMAP TO WORKING WITH THE SHEKINAH GROUP, LLC

We are excited to get to know you and learn more about your business. We believe in transparency and know every organization is unique, so we have listed the key steps to working with us. 

Step #1 - Questionnaire

Step #2 - Initial Consultation

Step #2 - Initial Consultation

Once you have reviewed our services, tell us who you are, and what you are looking for. Please don't skip this step.

Step #2 - Initial Consultation

Step #2 - Initial Consultation

Step #2 - Initial Consultation

If the project is a good fit for our team, you will receive an email to schedule your initial consultation. During this call, we will discuss your business goals.

Step #3 - Diagnostic Review

Step #2 - Initial Consultation

Step #4 - Your Business Report

We do an analysis of your accounting system to determine the level of clean-up work needed and the best service for you.

Step #4 - Your Business Report

Step #4 - Your Business Report

Step #4 - Your Business Report

Once our review is completed, you will receive an email with your financial health assessment report and a link to book your proposal call.

Step #5 - Proposal Review

Step #4 - Your Business Report

Step #5 - Proposal Review

We will answer questions you may have about our findings, discuss service fees, and finalize the service package.

Step #6 - Get Started

Step #4 - Your Business Report

Step #5 - Proposal Review

Sign the engagement agreement and send us your first deposit. You will receive a welcome email from us to kickstart your onboarding.

Ready to Get Started? Complete Our Questionnaire

Get Started With the shekinah group - Questionnaire

The Shekinah Group, LLC

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