How it works.

Unlock more time to spend in your genius zone. Let us handle the rest. Our process is simple and built around your schedule. Here's how it works:



We respond within 24 hours to assess the suitability of our services to your business. If we identify areas where we can add value, we'll schedule a discovery call to move forward.



Our discovery calls typically take about 60 minutes.

During the call, our team will take the time to get to know you and your business. We'll deep dive into your financial operations and ask the right questions to assess your situation.

When we're done, we'll set a time to meet again, and get to work on preparing your custom proposal.



Our custom proposal will have three service levels that cater to your specific needs. Each proposal will offer a different level of service and will solve the pain points we uncovered on our Discovery call.

After reviewing the proposal, if we're the right fit for your business, we'll send you an engagement letter and start the onboarding process.



Our onboarding process is designed for speed and efficiency.

We'll introduce you to our system of cloud accounting apps that will streamline your operations, get into the nitty gritty of the paperwork, and set our two teams up for success.



We prioritize exceptional service and transparent communication. That's why we have a dedicated call at the two-month mark to assess your satisfaction and address any needs.

Your feedback matters to us. If adjustments are needed, we'll swiftly implement them to better serve you.

Let's get started.

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