You're a master at your trade, we're a master at ours.

1. Discovery.

We schedule a  Discovery Call to get to know you, your business needs, and your financial situation as they currently stand.

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2. Sign Up.
We charge a flat monthly fee, so there are no surprises.

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3. Kick Off.
We set up or transition your business to cloud-based accounting tools and bring your books up-to-date.

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4. Deep Dive.
We analyze your books and develop a roadmap to help you streamline and automate.

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5. Refine.
We finesse your processes and implement best practices. 

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6. Live Data.
We provide live business intelligence dashboards and financials that you can access anytime, anywhere.