Your time is valuable. To respect yours, we’ll have you fill out a quick questionnaire.

During our 1 hour discovery call, we’ll take a deep dive into what your books look like, the
software and applications you use and where we can help.

We create a proposal outlining what services are required, as well as some options to help you
grow your business.

We make our partnership official and work with you to onboard your books and confirm
deadlines.