So How Does it Work?

Fill out online form and schedule a time for your free 30 minute phone or Skype consultation.

During consultation we will discuss what your specific goals and business requirements are. This will give me an idea of how I can best serve you and you may ask as many questions as you’d like.

If we mutually feel that this will be a good fit, I will request guest or read-only access to your current books for an assessment (inquire for pricing). This will help me get a better understanding of where your business is at and what needs to be done to ensure the best results.

After the analysis is complete, we will set up a second phone call to go over my findings and give you my suggestions to solve current struggles. This call will include a customized plan of action that we will go over together.

If we are in agreement, the next step is signing of the engagement letter, which will include responsibilities, due dates and legalities of both parties.

Pay ½ of cleanup fees (if applicable) and collect current month retainer fee.

I get to work on creating a clear and concise financial roadmap to success for your business!