Here's exactly what working with us looks like.
Step by step, from the day you sign on to the day you stop needing to guess about your finances.
Select your services and pay online
Choose your engagement on the website. Pay via QuickBooks invoice. Our team contacts you the same business day to confirm your start date and walk through first steps.
We complete your 30-day assessment
We go through your existing reports, accounting software, and financial history, and deliver a written report with recommendations and a findings presentation by week 4.
Forecasts, KPIs, and strategy go live
Your rolling 12-month cash flow forecast, with a detailed 90-day view, and your KPI dashboard are built and handed over. Monthly strategy meetings are scheduled. You get a clear financial picture for the first time.
Decisions backed by real numbers
Monthly reviews, rolling forecasts, and budget-to-actual comparisons. When a big decision comes up, you have the data to make it confidently instead of on gut feel.
Paid by QuickBooks invoice. We're in touch before end of day.
Or book a free 15-minute call
Pick a time that works for you.