We’ll start with a phone call. We want to understand what financial issues you’re struggling with, your preferred financial management methodology, and what outcomes you want to achieve with your business. If we think we can help you (and if you believe there’s a fit), we’ll begin with an examination of your books and get them cleaned up to lay the groundwork.
Following the examination and cleanup, we’ll then begin implementing your financial methodology within Quickbooks. Each month, we’ll meet to discuss the prior month’s financials, troubleshoot any sticking points, and strategize on the best next steps. Between monthly calls, we’re available to answer any business finance related questions and ensure your books are always up-to-date.
It’s set monthly pricing, so there are no surprises when it comes to how much you’re paying each month. Want more information? Set up a Zoom meeting here, and we’ll figure out a solution that works for you.