OUR PROCESS

NEW CLIENTS

Step 1

Identify pain points

You called us for a reason. Let’s figure out what exactly is making your accounting miserable and bogging you down, so you can get back to business!

Step 2

Address immediate needs

Payroll coming up? Sales tax due soon? Let’s get the immediate short-term and short-turnaround things out of the way right off the bat.

Step 3

What do you want that you don’t get?

Let’s talk long-term goals and big ideas.

Step 4

We’ll build a plan around your existing systems

We’ll come up with a customized solution specifically for your team and business centered on your existing systems. We’ll figure out what’s currently working, talk to your staff, and incorporate technology solutions.

EXISTING CLIENTS

Ongoing service

Whatever is going on in your business, we figure out how to meet your goals, set up metrics, and track your progress. We will advise and adapt the plan as these things change.

We’ll train ourselves out of a job

If we can train your staff to bring your accounting fully in-house, we have no problem training ourselves out of a job. We want to ensure your success!