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After we review your intake form we’ll schedule a call to get to know your business, your goals, your pain points, what’s keeping you up at night, etc., and determine if our teams are a good fit!
Let’s take a look at your current bookkeeping records. This review allows us to start with a solid foundation, assessing your processes/systems and outlining any inefficiencies or discrepancies that need addressing. It also gives us insight into the scope of work that will be involved each month.
You will be provided with a fee proposal tailored to your business needs—let’s increase your efficiency and streamline your operations.
It’s time to get your books beautifully accurate and squeaky clean. We’ll walk you through the onboarding process ensuring you’re clear on next steps. Enjoy access to our cloud based system that gives you access to your books 24/7!
We’ll start with a numbers knowledge workshop, where we dive deep into your business numbers—obtaining appropriate benchmarks, exploring your history to unlock profit opportunity, answering your questions, reviewing trends in income and expenses, agreeing on KPIs and targets, and preparing an annual forecast. Our team will do any work required after this meeting to improve your numbers strategy.
After the initial assessment and meeting we’ll continue to support you with regular monthly meetings to review your numbers, keep you accountable, and ensure you stay on track.
Our goal? To help you build a sustainable, profitable business model—one that gives you peace of mind, clear direction, and confidence in your decision-making.