Discovery Call – Step 1

Learn About Each Other

Before we get down to numbers, we want to learn about your business and pain points.  Once you get in touch, we’ll schedule a virtual call (on the house) to get to know each other better. If we decide to partner, we’ll keep the conversation going, and work out a tailored plan that alleviates your company’s specific pain points. 

Proposal – Step 2

We’re almost ready to get started!

We will review our notes and the industry and prepare a unique solution to alleviate your pain points and help your operations run smoother.  We will share this in a separate virtual call (on the house). Note:  At this point, if you have an accounting file setup, we can review the accounting system setup. This will allow us to run faster and understand where we may have hiccups. For example, do we have cleanup in front of us or should we decide to start fresh. If an accounting file setup is not available no worries, we will work it out.

Onboarding – Step 3

Here the journey starts to take off

Once we have an agreement, we will smoothly move you through the onboarding process and guide you all the way.  We’ll get you set up with all the technology, streamline your new accounting process, and keep you in the loop as we move forward. Our team will check in regularly over the first quarter to get in front of any issues.


Technology and People – Step 4

We are off and running 

The cloud accounting applications we use are some of the best on the market.  They automate components of the accounting process and allow for a complete paperless system. Technology brings efficiency, but it takes the right tech savvy accountants and bookkeepers to make it all work.  Our solutions allow us to scale with our clients and to achieve smooth operations through efficiency for owners.  Owners’ energies can be redirected to growing the business and servicing their clients.  Our staff will show you how everything works, and are always available if you have any questions. Let us be your champion to make the business and back office functions manageable again, so you can sleep at night.