"Accounting is not just about numbers, it's about strategy and decision-making."
- Sheryl Sandberg
Our Process
Step 1: Schedule a Discovery Call
Step 1: Schedule a Discovery Call
Step 1: Schedule a Discovery Call
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.
Step 2: Diagnostic Review
Step 1: Schedule a Discovery Call
Step 1: Schedule a Discovery Call
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.