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Our Process

Step 1: Discovery Form Submission

Our process begins with a concise Discovery Form, designed to help us understand your business structure, current financial systems, and immediate priorities.
We request only the information necessary to evaluate your needs—no sensitive documents are required at this stage.
This ensures an efficient, respectful start to the engagement.

Step 2: Comprehensive Compatibility Review

Upon receiving your submission, we conduct a detailed Compatibility Review.
This allows us to assess:

• Alignment between your business model and the industries we serve

• Compatibility with the financial tools we support (such as QuickBooks and Relay)

• The complexity and scope of your requested services

• Your strategic objectives and timeline

Our goal is to ensure we can deliver exceptional results and long‑term value.
If we determine the partnership is not an ideal fit, we communicate this clearly and professionally and may recommend alternative solutions when appropriate.

Step 3: Transparent, Flat‑Fee Proposal

Businesses that meet our criteria receive a formal proposal outlining:

• Defined service scopes tailored to your operational needs

• A predictable flat‑fee pricing structure

• Clear deliverables and engagement expectations

• Our approach to enhancing compliance, efficiency, and financial clarity

We do not bill hourly.
Your proposal will always be straightforward, comprehensive, and free of unexpected fees.

Step 4: Onboarding & Operational Transition

Once the proposal is accepted, we initiate the onboarding phase.

This includes:

• Establishing your secure client portal

• Connecting accounting, banking, and payroll systems

• Providing a structured list of required documents

• Organizing historical financial data and setting up reporting frameworks

During this transition, our team manages all technical and administrative setup to ensure a seamless hand‑off.

Step 5: Ongoing Monthly Financial Management

Each month, you receive:

• Accurate, timely, and fully reconciled financial records

• Professionally prepared financial statements

• A clear breakdown of key financial metrics

• Payroll summaries when applicable

• Insightful guidance that supports informed business decisions

Our role extends beyond delivering reports we translate your financial data into meaningful insights that strengthen your operations and support sustainable growth.

Please fill the Discovery Form out if you are making an Appointment