This helps us learn more about you, your goals, and what you need in a bookkeeping professional and/or CFO. We well determine if were a good fit for you and to move forward.

If we’re a good fit, we will schedule a Discovery Consultation where we will meet you and discuss your business, share about our firm and how we help our clients.

We’ll create a customized proposal that fits your goals and show you the Return on Investment with working with us.