How It Works
1. Free Consultation
Everything starts with a conversation. Whether this is over coffee, lunch, in the office, or over zoom, a FREE 30-60 minute initial session will help us identify your pain points and how we can help.
2. Game Plan
Once we’ve had the chance to get to know each other during our initial visit, you will be provided information on resources and a proposal. If your company is in need of a service we cannot provide, we will include recommendations to help point you in the right direction, or can arrange those services for you on your behalf (we do not offer year-end tax filing services). After your first consultation, you will be added to our Client Portal where you can find all of your documents, pay invoices, and schedule consultations and services.
3. Follow Ups
Businesses are always evolving. This can be due to economic impacts, life changes, and growth. We schedule regular benchmarks throughout each contract to make sure we're meeting your needs in the ways that work best for you.