We have designed our whole process with you in mind.

We believe in building long lasting relationships where we can both thrive.

Our on-boarding process was designed to ensure you get to know us before deciding to do business with us. We'll also give you a fair assessment of whether we are a fit for you or give you a referral or a resource if we're not.

We're here to help.

Our Process



Break the Ice

A video call to hear about your business and tell you more about how we can help. You can set that up here.


A process designed to gather as much information about your business as quickly as possible. We value your time!


We'll present some fixed price options customized to your business. 


Your new accounting system will be set up for you and we'll show you how to get the most out of it.


Our ultimate goal is to delight you. Yeah, we know we're accountants, but we're crazy like that.


We want your business to support your success, so we will bring all our knowledge to the table to help.

Seek first to understand, then be understood
— Stephen R. Covey
Tea. Earl Grey. Hot.
— Cpt. Jean-Luc Picard