Our Process
1. Initial Chat - Let us get to know you and your business goals

Once you are ready to get started we would like to get to know a little about you and your business. Start by booking a time that works best for you for a complimentary call.

We conduct our initial chat over the phone or through Zoom (depending on your preference). 

2. Pick a package that suits you best - Let us provide service with exceptional value to you and your business

We know that everyone's needs are different and every business has a different budget. On our introductory call we will listen to your specific needs and create 3 custom options to address the pain points with you current accounting. We will send our proposal within 24 hours of our initial call. 

 

We will schedule a follow-up call to discuss the option and determine which one will bring you the most value. Since every business's needs are different we price each customer individually. Pricing will be determined up front with no surprises.

3. Onboarding - Bring your systems online and experience the easier side of accounting!

We will do the heavy lifting to transition your existing software to our system. After the transition is complete* we will teach you how to use your new apps and work together to improve your business systems. Plus all of our plans give you ongoing access to an accountant for any questions using your preferred contact method (phone, text, zoom, etc.) at no extra cost!

*Transitions are not always an easy process and can take up to 6 months to complete.