DISCOVERY CALL

First, we schedule a discovery call to learn about you & your business. The goal of this call is to determine your business’ needs and see how we can best help you.

CONTRACT & PAYMENT

Once we agree on the scope of the work, a proposal & contract is sent for the services we will render. In addition, a payment link for your retainer will be sent electronically.

LET’S GET DOWN TO BUISNESS

The financials are delivered on time, electronically. You will have access to your financials 24/7 through our secure client portal.