Process

We make your transition to working with us as simple as possible.

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1.

Consultation

Our initial phone meeting. This is where we discover your exact business needs. We will be asking in depth questions to understand your business needs, processes and goals. We will discover where we can streamline and optimize. The more we understand your business metrics the more we can assist.

After our consultation we will know if this is a good match and we can take what we learn to develop the proposal.

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2.

Proposal

Your proposal is custom tailored to your business. No one-size-fits-all packaging here! Every company is different. Our detailed and in-depth proposal will include a defined scope of work and fee schedule (monthly or quarterly).

Once you review and accept, we begin the onboarding process.

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3.

Onboarding

The onboarding process may be done in person or by email as is described in the proposal. This is where we setup your business apps and link with your accounts as needed based on our agreed upon tasks/scope of work. The more prepared you are the faster this phase can be completed.

This is the foundation for all of the work we will be doing on your behalf.

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4.

Execute Tasks

This is ongoing work as agreed. I will work on your behalf and be in communication on a regular basis. There are checks and balances for all decisions. I am always a call or a message away and will be in touch with you directly when your decision-making is required.

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5.

Reporting

Various reports are provided according to your desired schedule. Reports include P & L statements, detailed reports on income and spending, and cashflow reports. We are here to explain and answer any questions you may have and well as provide insight from decades of experience. We will also work with your tax preparer when tax season arrives.

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