01
Initial Consultation
This is a brief 20-30 minute consultation during which we will have a conversation about you, your business, your objectives, and the challenges you are facing. The objective is to assess the current financial standing of your business and identify areas where collaborative solutions can be implemented. Following the consultation, if you believe we can become one of your trusted partners we will move on to step 2.
02
Analysis
During the analysis phase, we will conduct a comprehensive examination of your QuickBooks Online account or whatever you are currently using. This entails assessing the number of connected accounts, monthly transaction volume, the date of the last bank reconciliation, identifying common categorization errors, and generating financial reports to evaluate the overall financial performance of your business. This process will help determine whether catch-up or clean-up services are required and calculate a fee for one time or ongoing service.
03
Quote
Utilizing the information acquired during the initial consultation and analysis, we will craft a quote. This document serves as a non-binding document outlining the array of services to be provided, specifying the associated monthly service fees. In the event that clean-up, catch-up, or other services are deemed essential, these will be distinctly itemized in the quote.
04
Proposal and Payment Authorization
Should the terms outlined in the quotation align with your expectations and goals, we will furnish a link for your perusal of the comprehensive proposal, encompassing payment authorization details and all terms and conditions. Upon receiving the digitally signed proposal and the completed payment authorization, we initiate the commencement of our services per the proposal. Allow us the opportunity to assist you in reaching your goals.
05
The Work!
This marks the phase where we roll up our sleeves and take care of the tasks you entrusted to us, allowing you to focus on building your dreams. On a regular basis, whether monthly or more frequently as required, you'll receive comprehensive financial reports showcasing the flourishing aspects of your business and areas that might benefit from a bit more attention. Rest assured, there's no need to grapple with intricate reports—we'll always spotlight the crucial details and present them in straightforward, easy-to-understand terms. Let's make your financial journey both professional and enjoyable!