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.
Once you have reviewed our services, tell us who you are, and what you are looking for. Please don't skip this step.
If the project is a good fit for our team, you will receive an email to schedule your discovery call. During this call, we will discuss your business goals.
We do an analysis of your accounting system to determine the level of clean-up work needed and the best service for you.
Once our review is completed, you will receive an email with your financial health assessment report and a link to book your proposal call.
We will answer questions you may have about our findings, discuss service fees, and finalize the service package.
Sign the engagement agreement and send us your first deposit. You will receive a welcome email from us to kickstart your onboarding.
The Shekinah Group, LLC
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