Step 1. Vibe Check: Everyone jumps right into sales and discovery. But, what happened to hello? how are you? my name is?

Before we jump in, let’s take some time to chat, get to know each other, and discuss your business. 

Step 2. Discovery Phase: If we mesh and you’d like to pursue working together, we’ll start the deep dive.

I’ll review your tax returns, poke around your books, and we’ll schedule two calls to dive deep into all your questions that previous accountants ignored.

Then, at the end, we’ll discuss my findings, send you the call recordings, and forward my proposal.

Step 3. Catch up & Clean up: Once you’ve signed on the dotted line (and paid my first invoice), we’ll get started by cleaning up any messiness, like inaccurate books, unfiled taxes, or audits.

Step 4. Smooth Sailing: Finally, we’ll get into an annual rhythm of filing returns, paying estimates, reconciling your bookkeeping, updating forecasts, and discussing your agency’s finances. Before you know it, you won’t even remember the time finances stressed you out.