Our Process.
Discover our bespoke three-step process, designed to give you a taste of our services before you officially become a client.
Initial Consultation
Discovery Meeting
Official Engagement
From here to tranquillity.
Our approach entails relieving you of the responsibility for comprehending and structuring the intricate aspects of your financial landscape.
Our approach is meticulously thorough, yielding significant benefits from the outset.
In contrast to other firms, we invest considerable effort in assisting you to establish clarity and organization regarding your objectives even before formal engagement and invoicing for our services.
OUR PROCESS
Here's how our journey together begins:
INITIAL CONSULTATION
We discuss your needs, past experiences with accounting firms, achievements, and concerns.
We outline our Discovery Meeting Process and its requirements.
Upon mutual agreement, we initiate the Discovery Meeting Process.
DISCOVERY MEETING
We delve into your business through probing questions, allowing you to share your insights.
This thorough exploration helps us understand your priorities and craft tailored solutions.
We present recommendations for your financial plan, pinpointing opportunities for enhanced cash flow.
Customized solutions aligned with your business goals are proposed.
We outline a collaborative plan to achieve your objectives.
OFFICIAL ENGAGEMENT
Our Financial Accounting Team assists with paperwork and transfers to formalize the partnership.
Quarterly, we conduct comprehensive reviews of your financial planning goals, progress, and suggest further recommendations.
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ACCOUNTS PAYABLE & RECEIVABLE
PAYROLL SERVICES
BOOKKEEPING
SOFTWARE TRAINING
HR SERVICES
ADMINISTRATION SERVICES
