How it works

Our proven process that has been helping small to mid-sized businesses grow.

1. CONSULTATION
First, we meet, so that we can understand your current situation, future goals and business requirements. Where you are today? What is your goals, etc.
2. ASSESSMENT
We assess your current accounting environment via guest access to your books.
3. SCOPE
After steps 1 & 2 above, we determine the scope of your needs and prepare a draft version of your customized set of deliverables.
4. REVIEW, ADJUST AND CONFIRM
We review the scope together and adjust as needed and once you are happy with the scope, we provide you a quote.
5. PARTNERSHIP STARTS
Upon contract execution, we start the partnership within 3-5 business days, starting with a phone call to confirm and roll out the program.
6. WE'LL TAKE IT FROM HERE
We manage the accounting side of things from here, so that you can get on with your business
7. WE WILL STAY IN TOUCH
As a partnership, we would love to hear how you are getting on, we are just a phone call or a click away. Also, if there is anything we need to inform you on your business, we will let you know. If need be, we come out to you. After all, your success is our benchmark!

Talk to us today to see how we can help you


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Scott Adams CPA