How we work

    1. Fill out new client intake form so we can get to know you better and ensure we’re a fit for you.

    2. Schedule free introductory call where we talk about your business, your goals, and your pain points.

    3. Review and sign the engagement letter for the package you’re interested in.

    1. Collect access and documents

    2. Reconcile bank and credit card accounts

    3. Identify and correct any errors

    4. Standardize the chart of accounts for clarity and consistency

    5. Set up bank feeds and rules to automate transaction recognition

    6. First month-end close and prepared financial statements

    1. Financial reporting, including financial statements, ratio analysis, and financial KPIs

    2. Clear, timely communication of your financial results

    3. Responsive to your questions and needs, we GUARANTEE a 24 hour response to your inquiry or you get a month of service on us.