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01

Assuming we move forward together, we’ll have another call where you’ll meet your business’s new financial team, plus the managers who oversee them. This begins our relationship, and we’ll let you know what information we need to get you organized. 

02

We’ll explain your options, all of which are tailored to your unique needs, looming fears, and ambitions. You won’t need an accounting degree or a personality change to understand them, we’ll break it down, so everything makes sense. 

We don’t do high-pressure sales because we don’t have to. The onboarding experience will inform you what it’s like to work with us.

03

Our goal is to identify all your uncomfortable, nagging money issues and provide specific solutions that get rid of them.

04

Everything you need is on our contact page, promise we make it easy.

05

AKA, everything you don’t want to do alone: bookkeeping, payroll, sales tax.

06

We’ll get you straight on your 1040’s, 1120’s, and 1065’s.

07

This is where the money-saving magic happens.

08

When you don’t need a full-time CFO, you just need one on-call.