How It Works

01

Fill out Application

Then we'll send a brief questionnaire about you and your business.

02

Virtual Meet & Greet

If we’re a good fit, we’ll schedule a 20-minute Zoom meeting to get to know you.

03

Discovery Diagnostic Review

We analyse your accounting data and provide a full written report. This is an investment in your business.

04

Review Findings

We’ll explain our detailed report in a 1-2 hour virtual meeting with you.

05

Begin!

If you accept our quote for services, we send over paperwork and begin!