We want you to thrive.

 

How we do it

The onboarding process is structured to enable the most impact in the shortest period of time.  We don’t just take over the number crunching. We’re not just content with the status quo, with doing what’s always been done, with your company just surviving. 


The process of handing off your accounting and financial processes works in 3 phases:

 

Phase 1:
Explore & Investigate

Step 1: Update all the Bookkeeping

Step 2: Improve Cash Flow 

Step 3: Implement Oversight for Management

Phase 2:
Transition the Workload

Step 4: Document Standard Operating Procedures

Step 5: Separate the Duties: Who’s Doing What?

Step 6: Assume Responsibility

Phase 3:
Analyze the Results and Take Action

Step 7: Close Each Month

Step 8: Develop & Monitor KPIs

Step 9: Collaborative Monthly Meeting

If you face your flaws, you’ll notice the change.

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Start a new relationship with yourself now.