Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.
We'll review your accounting documents, then provide you with a customized report that includes our findings and our recommendations for moving forward.
We'll host up to a 2 hour meeting to review our findings and recommendations, answer any further questions and outline how we'll work together.
Working from our review, we’ll provide clear and actionable recommendations for improvement related to your particular processes, software, and systems.
If you approve of our recommendations, you’ll sign an engagement letter and we’ll start work!