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.