1. Discuss— Let’s meet and talk so that you can tell
us all about your current financial
setup as well as explain your goals.
2. Review— We’ll do an in-depth review of your
current accounting operations and
bookkeeping status so that we can determine how much work you’ll truly need.
3. Roadmap— Based on our review, we’ll provide you
with recommendations and a
proposal for our work.
4. Agree— Let’s synchronize on the details of the
5. Request— We’ll most likely need you to provide us
with financial records and other
6. Begin— We start working, and you start growing.