- Sheryl Sandberg
Due to restructuring and reworking of our business model, we are temporarily pausing the onboarding of new clients until February 2024. If you would like to be added to the waiting list, we encourage you to enter your information into the Inquiries Section below. We apologize for the inconvenience.
Schedule a 30-minute Zoom Meeting with us so we can get to know you as well as understand your needs, challenges, and goals. Please note that we only serve clients that use or are willing to use QuickBooks Online.
We believe that treatment without diagnosis is malpractice. Hence, in order to better understand our prospect's needs and to avoid creating a proposal that would result in overcharging our future clients, we perform a diagnostic review. The purpose of this review is to analyze a prospect's software setup, bookkeeping status, business model, and current needs, to provide recommendations in a comprehensive Diagnostic Review Report, and to advise as to the next steps.