The Process

let’s make this easy

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    Virtual Consultation

    First a quick conversation for us to learn more about each other. The goal here is for us to help you decide if we are a good fit.

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    Review

    If we are a good fit then we will take a quick look to see what we are getting ourselves into. Verify what services will provide value and provide an accurate estimate.

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    Implementation

    Now that we are working together we start the clean up, set up, and taking over QuickBooks. Collaboration on getting started, access, and procedures.

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    Teamwork

    Monthly on-going support. Think of us as part of the team now. We are here to help!