Our Process

Discover

We book a free consultation with you to understand at a high level:

• who you are

• what you do

• how you do it

• where are you trying to go

This is your opportunity to tell us where your pain-points are - what's working - what needs improvement.

Analyze

We use our nerdy brains to answer the following questions:

• What are your current accounting needs?
• What kind of software technology would make you more efficient?
• How do we future-proof your business?
• Are we the right fit for you?

Recommend

We will recommend support options based on your current and future needs.  You simply choose a package that fits your needs whether it be a fixed price, project basis or retainer.  We come to a clear agreement on the services we will provide and what we expect from you.