Fill Out Application
Then we'll send a brief questionnaire about you and your business.
Virtual Meet & Greet
If we're a good fit, we'll schedule a 20-minute Zoom meeting to get to know each other.
Discovery Diagnostic Reveiw
We analyze your accounting data and provide a full written report. This is an investment in your business.
Review Findings
We'll explain our detailed report in a 1-2 hour virtual meeting with you.
Begin!
If you accept our quote for services, we send over paperwork and begin!