So How Does it Work?

Fill out the online form and schedule a time for your free 20 minute discovery call.

During the 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 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.

You will be emailed a Zoom recording with my findings and I will give you my suggestions to solve current struggles. This will include a customized plan of action along with pricing.

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 or catch up 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!