Our Process
We take a tailored service approach to each client as we understand the scope of services vary from business to business. What remains consistent is our core service offerings presented in a three-tiered proposal for clients to decide which tier fits their business needs today. An outline of our process is provided below.
Questionnaire form & discovery call
All leads are provided with a brief questionnaire form to be completed ahead of a scheduled one-hour discovery call. After reviewing your responses, we’ll use the insights to better understand your financials, accounting processes, and identify any pain points.
QuickBooks Online Review
We review your QuickBooks Online file to assess transaction flow, chart of accounts, and identify the existence of loans, accruals, WIP, depreciable & amortizable assets, and determine if cleanup or catch-up work is needed to ensure our scope is appropriately defined.
3-Tier Proposal Presentation
We create a three-tier proposal outlining necessary services with flexible options to support your business growth. Check our pricing page for a sample of the essential, plus, and premium tiers.
Contract agreement, on-boarding, and transition period
We finalize our partnership with a signed agreement, then provide onboarding materials and a request list. We assist with the transition, close open items, and gain access to your accounting systems. After onboarding, you’ll be introduced to your new accounting and advisory team.