HOW IT WORKS
What's Our Process?
We schedule a Discovery Call to get to know you, your business needs, and your financial situation as they currently stand.
2. Sign Up.
We charge a flat monthly fee, so there are no surprises.
3. Kick Off.
We set up or transition your business to cloud-based accounting tools and bring your books up-to-date.
4. Deep Dive.
We analyze your books and develop a roadmap to help you streamline and automate.
We finesse your processes and implement best practices.
6. Live Data.
We provide live business intelligence dashboards and financials that you can access anytime, anywhere.
"I've never had this quality of service and forward-thinking! Thanks for really being in our corner!"
Dustin Schultz, Founder
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