Every business is unique since everyone is unique. During the initial consultation, we will dive into your current challenges, future plans, your goals, and your vision.

It can be a fresh start, clean-up or ongoing maintenance – we are here to work with you either step of the way.

During onboarding, we will go through different software options to find what would work best depending on where you are in your entrepreneur journey and with the time commitment you’ve indicated.

In the beginning, we will have weekly meetings to see the progression then slowly settle into more appropriate timeline based on the need of the business/individual.

We will organize the books with the information provided, and bring up any oversights during our monthly or quarterly meeting (depending on the size and structure of the business).

You will always have clear picture of your business’s financial health with pro tips on taking it to the next step.