Contact
Start With an Accounting Review
Share a short picture of your business and the current state of your records. The review establishes what shape the books are in and what it would take to bring them current.
Onboarding
What happens after you submit
- Step 1Accounting Review
We look at the current condition of your records.
- Step 2Consultation
A conversation about goals, deadlines and gaps.
- Step 3Defined Scope
Written confirmation of what is included.
- Step 4Proposal & E-Signature
Terms and pricing signed electronically.
- Step 5Secure Document Collection
Records collected through a secure channel.
- Step 6Kickoff
Cleanup begins and the monthly rhythm starts.