How It Works:
01.
Reach out & send us a quick recap on your business. Who are you and what do you offer to your customers? How can we best support you?
02.
We will create a services proposal outlining detailed strategies specifically tailored to you. This will include a pricing proposal & estimated time frame to get you up and running.
03.
The next step from here is for us to send you a welcome packet where you will fill in key information that will deepen our insight into your financial organization & goals.
04.
Then, we begin work! The first month is the most involved on your part as we learn the cash flow of your business and manage your accounts.
05.
Monthly clients will receive end of month statements and analysis at the close of the period. Each quarter, you will receive a full in-depth report with key financial indicators.