Our Process
Step One
INTERVIEW
We need to understand your business and your goals. Your first consultation will be with one of our accounting experts who will work with you to customize our services specifically for your business. They will map your business from an accounting perspective.
Step Two
TECHNOLOGY SOLUTIONS
We will find the best software and apps for you and your business. Our tech department will develop the best workflow to make your business work more efficiently.
Step Three
VALUE PROPOSITION
Your business is unique, and we recognize your needs. We are experts in creating value for our clients. You can customize your plan to fit your needs.
Strep Four
PERFECT MATCH
We will introduce you to our team and our software, we are here for you. We will make sure you know everyone involved in your bookkeeping, consulting, accounting and taxes.
Setup Five
SETUP & TRAINING
New software & apps and new ways to manage your business. We will work with you hand in hand to make the best use of your new apps and processes. We will guide you through this journey.
Final Step
READY. SET. GO!
We will look after your bookkeeping and your accounting so you can focus on your business.