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 One

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 Two

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.

Step Three

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.

Strep Four

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.

Setup Five

Final Step

READY. SET. GO!

We will look after your bookkeeping and your accounting so you can focus on your business.

Final Step
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