1. Meet & Access Need 

Contact us by phone, email, or via the contact form.

2. Describe suite of services that best fits their need

Describe your project and tell us your budget. 

3. Review previously generated financials or software (if applicable)

We'll prepare a plan for you to review and approve. 

4. Follow exactly what they have and what the client is accustomed to

Once we've agreed on all the details, we'll get started.

5. After months of working with client, adjust or improve their record keeping as needed to optimize their bookkeeping

Project ends on time, and when you're fully satisfied.