FIVE STAGES OF OUR PROCESS
Introduction and Discovery
We will have a chat about your current business state and your future goals. We will go over current accounting processes and address all tax compliance needs.
PHASE-2 Technology and System
Technology and System Discussion
Next – we will go over the system side of the business, we will dive into the current configuration and suggest the best way to implement technology into your business.
PHASE-3 Pricing and Agreement
Pricing and Agreement
We will walk you through our various pricing packages that scale with the size and volume of your business. We will explain all the value added service that are included with your package.
Once we fully understand your business, we will design or adjust your cloud bookkeeping system to optimize for your processes, your compliance needs, your reporting needs and ultimately, your goals.
Congratulations! Here is where we begin the monthly bookkeeping services that we established in the pricing and agreement stage. You are now setup with a new “hassle free” bookkeeping system tailor designed to help you manage your business more effectively.
NEXT STEP – To get started on this journey is to complete our New Client Questionnaire.